Fund Fields
Use the Fund Edit page to add a fund or update details for an existing fund. The Fund Edit page shows the complete set of fields for a fund record.
NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in picklists. Therefore, the information you see might differ from the standard information described in this table.
The following table provides additional information regarding some fields.
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Field
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Description
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Key Fund Information
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Fund ID
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The Fund identifier. System-generated.
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Fund Name
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The name of the fund. Required field. Limit of 50 characters.
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Start Date End Date
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Time period that the fund is valid.
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Status
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Default options are Active, Closed, In Progress, or Suspended.
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Partner
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Accounts must have the Partner field checked for them to appear in this selection list.
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Target Amount
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The total dollar amount targeted for the fund. Required field.
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Total Credits
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Read-only field. The sum of all the fund credits that are created in the Fund Credits section.
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Total Debits
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Read-only field. This is the sum of all the fund debits that are created in the Fund Debits section. Once a Fund Claim is approved, a debit record is automatically created in the Fund Debit section.
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Balance
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Read-only field. Value is: (Total Credits - Total Debits).
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Total Pre-Approved
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Read-only field. The sum of all the Fund Requests approved for a given Fund. Once the Fund Manager approves a Fund Request, the value is reflected in this field.
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Balance after Pre-Approvals
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Read-only field. Value is: (Total Credits - Total Pre-Approved).
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Additional Information
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Owner
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Generally, the owner can update the record, transfer the record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user's access.
This value affects which records are included in reports you or your managers run (from Reports and Dashboard pages).
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Modified By
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Name of the person who last updated the record followed by the date and time it occurs.
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Description
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Limit of 250 characters.
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Related Information
See the following topics for related Fund information:
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