You may need to add funds to your fund list from time to time. Follow the directions below to add a new fund to your list.
- Go to the SETTINGS Tile.
- Click on the CONTRIBUTIONS AND FINANCE tab on the left.
- Click on ADD FUND to add a new fund.
When adding a Fund you can set it as the default fund for the community. You can also set a Routing Number or Account Number.
If you delete a Fund, it turns the Fund to Inactive so that any contributions associated with the Fund are not lost or unallocated.
|Note: When you delete a fund, it will not be removed from your fund list. It will turn red to indicate it's inactive. This is to preserve historical info associated with the fund.|
After you Add/Edit/Delete, restart Seraphim to see those changes take place.