The Charity/Donation fund allows for parents to donate money to a particular cause or charity.
The table below details the information that is required for a new Charity/Donation fund to be created.
| Field | Description/Notes | Editable later |
|---|---|---|
* Fund Name |
The name of the fund. | Yes |
* Fund Type |
The type of fund. (Charity / Donation) | No |
| Fund is Active | Is the fund active or not? | Yes |
* Start Date |
When is the fund available to parents from? | Yes |
| End Date | When is the fund available to parents until? | Yes |
* VAT Code |
How much VAT is to be calculated on the reports? | Yes |
| Private Notes / Description | Enter any notes regarding the fund. These are not visible to parents. | Yes |
| Ledger Code (Fund) | Setting a ledger code allows a specific Ledger Code to be set for this trip and will override any Ledger Code set for the client as a whole. | Yes |
| Payment Gateway Fund Code | Used by some payment gateways to help direct monies. | Yes |
* Bank Details |
Select the bank account that the monies will be paid into. | Yes |
| Allow Card Refund | Only available after you have saved a new fund. Allows the function for admin accounts to request and administer refund requests. | Yes |
Last modified:
15 September 2021
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