Fund Activity Import Field Information
Activity Details
- Fund Number
- If your import file includes fund numbers that the activities belong to, you can import them as long as you have access to those funds in PDS. Otherwise, if no fund number is specified, the activities will be added to the first fund in your list. If there are no funds defined in PDS, one will be added with default values, and the activities will be added to it.Tip: You can transfer the activities to another fund later, if needed.
- Activity Name
- Select the column in your import file that contains activity names. This would be names like "Initial Payment", "Deposit", "Pledge Payment", and so on, for example.
- Activity Function
- If your import file includes functions of the activities, you can import them. Otherwise, if no activity functions are specified, the activities will be assigned the function of Payment-Deductible.Tip: You can edit these in the Fund Setup window later, if needed.