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Including a fund in transaction reports

You can choose to include a fund in the summary of transactions; make it searchable in transaction reports, etc.

  1. Click Organization > Reported Funds.
  2. From the Type list, select either Donation or Payment.
  3. In the Unreported Funds area, select the fund you need.

When you now navigate back to Reports > Transaction> Filter Search, you will be able to select the above fund from the drop-down list, e.g.:


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  1. Alex Timanyuk

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