Managing funds

After funds have been created, you will often want/need to perform some management actions on them. These actions may include editing existing fund information, changing or adding to the description, sending notification emails to alert parents to a particular circumstance regarding a fund, making manual payments, and managing permissions regarding accounts associated with a fund, managing account invitations, running off reports, managing payments received to a fund, adding a list of helpers, adding documentation to a fund for parents to access, managing auto payments set up by parents, cancelling or deactivating a fund.

Each fund has different management functions that are unique to that fund.