How do I create a new General Ledger Fund?

Overview

Creating a General Ledger Fund helps align your fundraising records with your accounting system's Chart of Accounts, making financial reconciliation easier. 

Step 1: Access the General Ledger Funds list 

1. Click on the Sidebar search feature 

2. Type General Ledger Funds in the search box 

3. Select it from the search results 

1. If you don't see this option, contact Support to enable this feature 

Step 2: Add a new General Ledger Fund 

1. On the General Ledger Funds list page, click Add New General Ledger Fund 

2. Enter a name for the fund (limited to 30 characters) 

1. Use the same naming convention as your accounting team for easy matching 

3. Add a description that explains the purpose of this fund 

4. By default, the fund will be set to Active status 

Step 3: Save your new General Ledger Fund 

1. Review the information you've entered 

2. Click Save to create the fund 

3. Your new General Ledger Fund will now appear in the list and can be applied to source codes 

Not quite what you were searching for?

• Navigate back to the General Ledger Funds Resource Index.