What happens if I click the Anonymous box on the Fund 1 tab in the Fund Module?
  • 03 Jun 2023
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What happens if I click the Anonymous box on the Fund 1 tab in the Fund Module?

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Article summary

How does this box impact my reporting?  Does the fund name list as anonymous?

Answer:
In the Fund Module, on the Fund 1 tab there is a box right below the fund sort name labeled Anonymous Grants. 

If you check that box, when an application is created in the Grants Module, the payment plan line will have a yes value in the Anonymous( the last) column. If this line item should remain anonymous, then it can be left with the yes.  If it is not anonymous, then change it to a No. 

When the voucher is created in Accounts Payable, the Fund Name in the Line Item description will be Anonymous Fund. When the check prints, the line will also say Anonymous Fund.

The box will not cause the fund report name to change to Anonymous Fund in reports.  It will only impact the check printing for grant lines marked as anonymous.

In conjunction with the Grant Letter field on the Fund 1 tab, you can structure your checks or grant letters to use specific language when the grant or the specific grant letter values are chosen to aid in anonymity management.


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