The ‘Funds’ part of the system is a facility for allocating monies to specific purposes: a special appeal or special type of collection for example.


A default fund named ‘General Fund’ will be created when you first open your Fund Filer account. Set up further funds as necessary. There is no upper limit to the number of funds allowed on Fund Filer.


Access the page for setting up funds from the ‘Funds Setup’ link on the Fund Filer sitemap or from ‘Setup’ in the ‘Your Account’ menu.


Simply click ‘Add a fund’ and give it a name in the box that appears. Once created, your new fund will be offered on all the donation entry pages.