Funds
Billing
Subscription ManagementFund Management
StewardAccess:Super AdminFinance Admin
Funds are the giving categories that appear in the session entry grid, on donor profiles, and on the online giving page. Each fund has a type, tax-receipt status, and visibility settings that control where it appears throughout SanctuaryOS.
Getting Here
Navigation: Settings → Finance → Funds
Overview
The Funds page displays all configured funds in a draggable table. Each row shows the fund name, code, type, GL account, and toggles for tax-receipt eligibility, grid visibility, and active status. Drag rows to reorder how funds appear in the session entry grid.
Fields
| Field | Type | Description |
|---|---|---|
| Fund Name* | Text | Display name shown in session entry, reports, and online giving (e.g., "Tithes", "Building Fund"). |
| Code* | Text (uppercase) | Short identifier used in exports and reports (e.g., "TIT", "BLD"). Maximum 10 characters. |
| Type | Select | Fund classification: GENERAL, RESTRICTED, DESIGNATED, CAPITAL, MEMORIAL, or SCHOLARSHIP. |
| Category | Select | Grouping for reports: OPERATING, MISSIONS, BUILDING, BENEVOLENCE, EDUCATION, YOUTH, or OTHER. |
| Description | Text | Brief description shown as a tooltip or on the online giving page. |
| GL Account Code | Text (monospace) | General ledger account code for accounting integration (e.g., "4000-100"). |
| Sort Order | Number | Controls the display order in the session entry grid. Can also be set by dragging rows. |
| Goal Amount | Currency | Optional fundraising goal. Resets based on the fiscal year start date. |
| Start Date | Date | Optional start date for time-limited campaigns. |
| End Date | Date | Optional end date. Fund remains visible for historical data after this date. |
| Tax Receiptable | Toggle | When enabled, donations to this fund are included on CRA tax receipts. |
| Show in Grid | Toggle | When enabled, the fund appears as a column in the session entry grid. |
| Visible Online | Toggle | When enabled, the fund appears on the donor-facing online giving page. |
| Active | Toggle | Inactive funds are hidden from new entries but retained for historical records and reports. |
Actions
Create a Fund
- Click + Add Fund in the top-right corner
- Enter a fund name and code (both required)
- Select a type and category
- Configure toggles for tax receipts, grid visibility, and online visibility
- Click Create Fund
Edit a Fund
- Hover over the fund row to reveal the action buttons
- Click Edit
- Modify the fields as needed
- Click Update Fund
Reorder Funds
- Click and drag the grip handle (dots icon) on the left side of any fund row
- Drop the fund in its new position
- Sort order is saved automatically
Deactivate a Fund
- Hover over the fund row and click Deactivate
- Confirm the deactivation in the dialog
- The fund becomes dimmed in the list and is hidden from session entry