📝 Overview
Fund Accounting allows you to associate products with specific financial allocations or accounts. Funds can be used to organize revenue by designated categories such as operations, programs, or donations.
🛠️ Setup
This section covers how to create a Product Fund and assign it to a product.
💰 Creating a Product Fund
Click the arrow to learn how to create a Product Fund
Click the arrow to learn how to create a Product Fund
Use the Global Search bar and type "Product Funds" to navigate to the Product Fund Management page.
Click the Add button to create a new fund.
In the Name field, enter a name for the fund.
Click Submit to save the new fund.
⚠️ Important Note: Product Funds cannot be deleted or inactivated. To edit an existing fund, click its name from the Product Fund Management page.
🏷️ Assigning a Fund to a Product
Click the arrow to learn how to assign a Fund to a product
Click the arrow to learn how to assign a Fund to a product
Use the Global Search box and type "Products" to navigate to the Products page.
Search for and select the product you want to assign to a fund.
From the product settings page, select the Settings tab on the left, then scroll to the Financial Settings section.
In the Fund field, begin typing the name of the fund you want to assign.
Select the correct fund from the results. The change will autosave.