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Create and Manage Funds

Add funds and sub-categories, and choose how they appear.

Written by Adil Ali

Funds are set up under Setup → Funds. Each fund can carry sub-categories for more precise allocation, and an icon to represent the cause.

Before you start

  • You need the Funds permission (Setup → Funds).

Add a fund

  1. Go to Setup → Funds.

  2. Choose an icon for the cause. The built-in set includes Water, Food, Education, Zakat, Elderly, Orphans, Emergency, Mosque, General, Community, Health, Women, and Admin.

  3. Add a fund and give it a name and other required informations.

  4. Mark it Education-applicable if donations to it can count as Education.

Add sub-categories

Open a fund to add sub-categories, the subdivisions for more precise allocation.

Good to know

  • Campaigns allocate donations to a fund and sub-category, so set these up before you need them in a campaign.

Related

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