Your ability to perform certain tasks is controlled by permissions assigned to your login credentials. For details, go to Permissions and Access Rights.
The Funds page lists all funds in the selected organization only. This page provides a central location for managing your organization's funds. Specifically, you can do the following:
● Add new funds and delete existing funds
● Export a list of funds to a .csv file
● View and edit a fund's details
The funds are listed in the Funds grid. The grid provides features that enable you to browse the list, quickly find the fund you need, and then perform the desired task, such as viewing a fund's details. The grid also contains controls the let you sort, filter, and reorganize your funds for easier viewing.
Your ability to perform certain tasks is controlled by permissions assigned to your login credentials. For details, go to Permissions and Access Rights.
The illustration below identifies the main areas on this page. Place your mouse pointer over a link (without clicking) to view a general description of an area. Click the link to jump to the section on this page that provides more detailed information.
The organization associated with your ParishSOFT login credentials automatically appears in the Organization list, which is located in the upper-right corner of the Funds page. If you manage several organizations, select the organization whose funds you want work with from the list. The page reloads, and the Funds list shows you the funds for the organization you selected.
Only the organizations for which you have View access rights are displayed in the Organization list.
The toolbar is located just above the list of funds. The toolbar contains menus and buttons that enable you to control the list view and perform common management functions.
● # Records menu lets you determine the number of records (default = 10) that are displayed in the Funds grid. To do this, select the desired number of records from the # Records menu. The application saves this selection so that the next time you display the page, it automatically loads the number of records you selected.
To speed up page loading, select a lower value.
● 
permanently saves changes you make to the layout of the grid.
● 
resets the list layout to the default configuration.
● 
exports a list of funds (filtered or unfiltered) to a .csv or Excel file.
● 
adds a new fund record. This button is available only if you have View + Add Edit permissions tied to your login credentials.
● 
deletes the selected funds. This button is available only if have View + Delete permissions tied to your login credentials.
Only unused funds can be deleted. You cannot delete a fund that is associated with an invoice item or template that is currently being used by an active invoice.
The column header fields let you filter and sort the records in the Funds list. You can also change the order of the columns by clicking and dragging them to a new location.
The Funds grid is a listing of your organization's funds. For each fund, you can obtain at-a-glance information, specifically:
● Fund #: the fund's account number.
● Description: a descriptive name for the fund.
● External Fund 1: if the fund has an account number or ID in an external system (for example, a QuickBooks account number), type that number in this field to facilitate integration of data from the external system into the Tuition application.
● External Fund 2: if the fund has an account number or ID in an external system (for example, a QuickBooks account number), type that number in this field to facilitate integration of data from the external system into the Tuition application.
● Fund ID: a unique system-assigned number that identifies the fund.
Select All/Deselect All CheckboxThis checkbox control in the header enables you to simultaneously select all or deselect all of the funds on the page you are currently viewing in the grid. For example, if you are viewing page 2 of the grid and select this checkbox, only the funds listed on page 2 of the grid are selected.
A checkbox is located to the left of each fund in the list. The checkbox enables you to select one or more funds individually so that you can then perform a specific operation. For example, you can select specific funds and then click to export a list of the selected funds to a .csv file.
Each fund record is active link. Clicking the link opens a window where you can view the fund's details, such as the fund number and fund ID. You can also edit the information for the fund from within this window..
The number of pages in the Funds grid is displayed at the bottom of each page. The number of records in the entire grid is displayed in parentheses. The page numbers are aligned across the bottom. Select a page to go directly to that page. Alternatively, click 
to page back or click 
to page forward through the pages in the grid.
How to Export a List of Funds to a .csv File
How to Customize the Layout of a Page