This menu option allows you to view, update, or delete funds to apply contributions to. For example, General, building fund, and so on. Select Funds from the Forms menu within Data Entry Forms to display the form as shown below in Figure 3.2.
Figure 3.2
Filtering Funds List
Click on any column heading such as Comments then click the checkbox for the desired values to display just those funds in the list or enter text to search on. It works in the same way Members and Families search boxes work.
Adding a Fund
Click Add Fund or press F8 to add a new fund. It will clear the input form so you can enter all new values. Enter a fund description and comments and click Save to add the fund or Cancel to return to the funds list.
Updating a Fund
Click on a fund in the funds list. It will display the fund's values in the input area. Enter any changes and click Save to save your changes or Cancel to cancel your changes.
Deleting a Fund
Click on a fund in the funds list. It will display the fund's values in the input area. Click Delete and then answer Yes to Are you sure you want to Delete this record. It will display an error message if you try to delete a fund that is currently in use, that is, a contribution has been made to that fund.
Printing Funds List
After filter the funds list or have a full list of funds displays, click Print Grid to display a report of the funds displayed in the list as shown below in Figure 3.3.
