Description
The luFund lookup table defines funds that your organisation collects pledges and donations for. For example, the Building Fund.
It is used in conjunction with the Sub Ledgers sub-tab of Synergetic Financial Configuration to set up the automatic allocation of electronic banking payments against pledge receipts. See Configuring automatic pledge allocations in the Debtors manual.
Example
Fields
Field | Description |
---|---|
Code | Unique code for the fund. |
Description | Description of the fund. |
GLCode | General ledger code the fund is allocated to. |
GLSubAllocationCode | General ledger sub-allocation code the fund is allocated to. |
DefaultAppealCode | The default appeal code of the fund. |
FundCode | The fund code. |
ActiveFlag | Select if this fund can be used in your organisation. |
AutoPledgeAllocate BPAYFlag | Correspond with options from electronic banking to specify which payment types can automatically allocate to pledges. |
AutoPledgeAllocate DirectDebitFlag / AutoPledgeAllocate CreditCardFlag / AutoPledgeAllocate OtherFlag | Select to automatically assign excess debtor payments from the payment type to any pledges towards this fund.
|
AutoPledgeReceipt AllocationPriority | Order in which funds are automatically allocated to from electronic payments. Funds with higher values in this field are allocated first. |
ModifiedDate | Date and time the lookup table entry was last modified. |
ModifiedUser | User that last modified the lookup table entry. |