In this guide, we show How to Add a Fund Code within the Finance Module.
Access: The minimum permissions required to Add a Fund Code are found in the Finance Module section Config > Setup > Role & Permissions.
Pre-requisites: The system must be set up to use Fund Allocation.
Related Guides:
- Finance Managers Guide
- How to Distinguish Between Fund Allocation and Retained Earnings
- How to Allocate Funding in Fund Allocation
To begin, go to Modules > Finance > Finance Home Page > Maintenance > Fund Codes.
Current Funds are shown. Click New to add a New Fund Code.
Complete the information in the pop up. Fund Codes can be excluded from CFR and Fund Allocation, if required.
The added Fund Code is now ready to be used.
