Creating Funds

A fund is a record in the Products service to which pledges are made. A fund is associated with a fundraising campaign and should be created before the campaign is created (although the fund can be created and associated with the campaign at a later time). One or more funds can be associated with a fundraising campaign.

Follow these steps to add Funds to Aptify:

1. Open a new record from the Products service.
2. Enter a Name for the fund.
3. Enter a fundraising category in the Category field.
   • The general ledger (GL) accounts from the category automatically flow down to the new product.
     
     
4. Click the Accounting > GL Accounts tab to review the fund's GL accounts and modify them as necessary.
   
   
5. Save and close the Products record.