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. |