Pooled income fund setup

Pooled Income Fund Setup

The Pooled Income Fund setup routine lets you create the pooled income funds for which you will be maintaining data in GiftWrap. Each fund is assigned to a specific organization.

To report the current information stored on one or more pooled income funds

1. Click Setup > Pooled Income Fund in the Menu Bar.

2. Click

3. Select the pooled income fund(s) on which to report, and then click OK .

Do the following, as needed:

4. Click $image\closebox.gif$ to close the report.

To view or modify the information stored on a specific pooled income fund

1. Click Setup > Pooled Income Fund in the Menu Bar.

If necessary, click a page number or an arrow

to cycle through the records in sort order.

2. Double-click the row in the grid for the pooled income fund:

Enter or edit information in the Pooled Income Fund Information page as desired. Click tabs as needed to view/modify additional information. There is help available on each field. See Notes below for required fields.

3. Click to save your changes.

4. Click $image\closebox.gif$ to close the Pooled Income Fund Information page.

To delete a specific pooled income fund (allowed only if no gifts are assigned to the pooled income fund)

1. Click Setup > Pooled Income Fund in the Menu Bar.

If necessary, click a page number or an arrow

to cycle through the records in sort order.

2. Double-click the row in the grid for the pooled income fund you want to delete.

3. Click .

4. Click Yes to confirm deletion of the pooled income fund.

To add a pooled income fund

1. Click Setup > Pooled Income Fund in the Menu Bar.

2. Click .

3. Enter the information about the pooled income fund. There is help available on each field.

4. Click when done.

5. Click $image\closebox.gif$ to close the Pooled Income Fund Information page.

Notes:

· The Organization, Full Name, Nickname, Payment Frequency, and Current Fund Year are the only required fields on the Pooled Income Fund Information page.

The many additional fields that can be filled in are relevant only if you have purchased the Pooled Fund Organizer module and are using GiftWrap to administer your pooled income funds. In this case, review all available fields on the page and in each tab and fill them in as appropriate.