Create a Fund

Note:
To create a new fund, you need the permission Funds: Create. For more information about fund permissions, see Acquisitions Permissions Reference.

To create a fund from the Fiscal Year workform

  1. Go to the Fiscal Year workform.

  2. Open the Funds view by selecting Funds.

    Fiscal Year workform.

  3. Select +New Fund.

    Fiscal Year workform, New Fund button.

    The New Fund workform opens.

  4. Fill in the fields with the information as described in Edit a Fund Record.

    Note:
    Only organizations for which you have the Funds: Create permission appear in the Owner list.

  5. Select SAVE.

    Leap displays a success message and the filled-in Fund workform opens.