Fund Entry

The following steps illustrate a simple Fund entry. FIMS requires you to enter a Fund record before you can enter a Gift to it (or a Grant from it). If the financial module is active, all financial transactions must be related to an existing Fund in this module.

Once the basic Fund entry is complete, you can use the other tabs in the Fund Management module to enter additional Fund-related information.

Note: The information on the Fund 1, Fund 2, and Yearbook tabs are all part of the main Fund record. The fields on the other tabs in the Fund Management module provide additional information about the Fund and help to connect the Fund to other FIMS modules.