Funds Overview
Navigation: Charity > Funds > Overview
The top of Charity Funds Overview displays:
Total B.Forward
Total Income
Total Expense
Total Transfer
Total Balance
Below this section, there are a number of graphs related to:
Fund Breakdown
Income & Expenses by fund type
Income vs Expenses
To filter the data and graphs by a specific period, select the period drop down where you can select:
Last 30 days
This month
This quarter
This year
Last month
Last quarter
Last year
Custom (Select date range)
Funds List
Navigation: Charity > Funds > Funds List
To add a new fund:
Select ‘+Add Fund’.
Populate the required information.
Select ‘Save and New’ or ‘Save and Exit’.
You can view the details of a specific fund by selecting the fund, and you can edit an existing fund by selecting the pencil icon.
Funds Transfer
To transfer funds:
Select ‘+Add Fund Transfer’.
Populate the required information.
Select ‘Save and New’ or ‘Save and Exit’.
You can edit an existing fund transfer by selecting the pencil icon.
