The following image illustrates the Funds Management application Funds|Details page:
The Funds|Details Page
The Funds Management application Funds|Details page consists of the following properties:
| Field |
Description |
| Name |
Enter a unique name for the fund. |
| Description |
Brief description of the fund. |
| GL Code |
General ledger code - for accounting purposes. It is used in the General Ledger Report and through the Business Intelligence and Reports application's Business Intelligence pages.
For more information, refer to Creating a BI Query. |
| GL Description1 |
A description of the general ledger code. It is used in the General Ledger Report and through the Business Intelligence and Reports application's Business Intelligence pages.
For more information, refer to Creating a BI Query. |
| GL Description2 |
A second description of the general ledger code. It is used in the General Ledger Report and through the Business Intelligence and Reports application's Business Intelligence pages.
For more information, refer to Creating a BI Query. |
| Target |
Goal value that the organization expects to achieve with the fund. If you enter a value, you can track the progress towards this goal. |
| Donations to Date |
Displays the total amount of money that has been received for a particular program.
This is a read-only field that displays when an existing program is selected.
You can view additional details using the Funds|Gifts page. |
| Progress To Date |
Displays the total percentage of money that has been received for a particular program. As donations are received, the black progress bar below will be become green.
This is a read-only field that displays when an existing program is selected. |
| List Labels |
The List Labels section allows you to configure alternate labels for the fund if your system is configured to accommodate multi-national dialects.
For each defined language, you are able to enter a name for the fund that will appear in the desktop and online UIs. |
Fund Data Section
The following image illustrates the data section of the Funds Management application Funds|Details page:
The data section of the Funds Management application Funds|Details page consists of the following properties:
| Field |
Description |
| Data [1-8] |
Enables you to store additional information specific to your organization.
Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSfundsBO::Funds node and select the field that you want to re-label. |
| Multidata [1-2] |
Enables you to store additional information specific to your organization. To add additional fields, click  or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSfundsBO::Funds node and select the field that you want to re-label. |
Fund Notes Section
Once you have created a fund you can add notes to log problems, comments, compliments or any other information that may be useful to you, a ticket seller or your administrator.
The following image illustrates the notes section of the Funds Management application Funds|Details page when the 'Add Note' button is clicked:
The notes section of the Funds Management application Funds|Details page contains the following properties:
| Field |
Description |
| Subject |
The subject for the note.
Subject types are configured using the General Configuration application Lists|Entries page of the note types list. |
| Status |
Specifies the note’s status (e.g. In Progress, Completed). |
| Due Date |
Specifies a due date for the note’s task.
If you enter a value, the note displays on your My Notes|Home|Created by page in My AudienceView and on the My Notes|Home|Assigned to page for any user that has been selected in the Owners list. |
| Access Modes |
Specifies who can read and modify the note once created:
- Private: Only the note’s creator and owners (if any) can view and modify the note.
- Public: Any user can view and modify the note.
- Readable: Any user can view the note, but only its creator and owner(s) (if any) can modify it. This is the default mode.
|
| URL |
If required, enter the URL to create a link to a relevant site. |
| Text |
Enter a name for the task. |
| Owners |
Enables you to select the user(s) who will be responsible for carrying out or following up on this note. The note displays in the owner’s My Notes|Home|Assigned to page (if there is a due date) or My Notes|Notes page (if there is no due date) in My AudienceView.
To select more than one owner, hold CTRL or SHIFT while making your selections. |
| File Attachments |
Enables you to attach files to the note. For more information, refer to Adding a File Attachment to a Note. |
| Data [1-8] |
Enables you to store additional information specific to your organization.
Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label. |
| Multidata [1-2] |
Enables you to store additional information specific to your organization. To add additional fields, click or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label. |