Create a Fund (Primary Admin or Admin)
- Go to Funds and choose New fund.
- Enter a name and description, and choose Operating, Board reserve or Donor restricted.
- Choose Create fund. It starts at $0.00.
Each Fund needs its own name. Names are compared without regard to capitals and include archived Funds.
Propose a Fund (Bookkeeper). Choose Propose a fund, fill in the same details and choose Send proposal. A Primary Admin or Admin then creates it or declines it, and you're told which.
Rename (Primary Admin or Admin). Open the Fund, then Fund settings, and change the name or description. Its history, balance and permissions stay the same.
Archive (Primary Admin or Admin). In Fund settings, choose Archive fund. You can only archive a Fund whose balance is zero and that has nothing in progress. The default Fund can't be archived. Archived Funds keep their history and are listed under Archived funds, where you can choose Reactivate.
People limited to chosen Funds don't automatically get access to a new Fund.
Still have a question? Email support@usedevote.com, or browse the Help Center.
