How to add funds to a pool in the Fund Investment Tool

Article summary

Did you find this summary helpful?

Thank you for your feedback

How are funds added to a pool in the Fund Investment Tool?

Answer:

Funds are added to a pool automatically via the sync that takes place between Foundation Cloud Grants integrated with Financial Edge NXT and the Fund Investment Tool. You can also manually add funds to a pool as well in the Pool config area. Note that any changes manually made here will be overwritten by the data sync.

Fund that are marked inactive or retired in the finance system are not synched over to the Fund Investment Tool.

Was this article helpful?