How to View a Fund's Details

1. Click to display the Funds page.

This page lists all of your fund records. Each record is active link to the details in the fund's record.

2. Click the desired link to open the Fund Details window to view the following information:

• Fund ID: a unique system-assigned number that identifies the fund.
• 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.

You can put this information in edit mode to change a fund's details. For instructions, go to How to Edit a Fund's Details.

3. Click to exit the window.

Related Topics

About the Funds Page

How to Edit a Fund's Details

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