Manage Charity Dialog

This dialog enables you to manage the funds and resources of a charity. With a charity entity open it is accessed by selecting Financial Period | Manage Charity from the main menu.

In addition to the on-screen advice, you should note the following:

Funds tab: Add | Fund Centre: Click to add a new fund grouping.; Add | Fund: Click to add a new fund. The fund can then be selected from within the Journal dialog when posting transaction entries.; Edit item: Select a Fund Centre or Fund item and click to edit the Code*, Name and Description of the Fund Centre or Fund.; It is not possible to edit the code of a Fund that is currently in use.; Delete item: Select a Fund item and click to delete the item.; It is not possible to delete a Fund that is currently in use.; Move item up/down: Select a Fund Centre or Fund item and click or to move the selection up or down.; It is not possible to move a Fund outside of its existing Fund Centre group.
Resources tab: Add | Resource Centre: Click to add a new resource grouping.; Add | Resource: Click to add a new resource. The resource can then be selected from within the Journal dialog when posting transaction entries.; Edit item: Select a Resource Centre or Resource item and click to edit the Code*, Name and Description of the Resource Centre or Resource.; It is not possible to edit the code of a Resource that is currently in use.; Delete item: Select a Resource item and click to delete the item.; It is not possible to delete a Resource that is currently in use.; Move item up/down: Select a Resource Centre or Resource item and click or to move the selection up or down.; It is not possible to move a Resource outside of its existing Resource Centre group.