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Funds and Contributions

Reorder Funds List

Your funds display in many lists throughout the program. You can change the order so the funds you use most often show at the top. Funds that users don't have access to do not display in lists.

  1. On the Administration tab, click Fund Setup > Reorder Funds List.
  2. Select a fund, then click the up or down arrow to move it where you'd like. Or, click-and-drag a fund in the list.
    Note: Click Sort to place the funds in alphabetical order, starting with numbers. Click Reset List to place the funds in numerical order.
  3. Click Save/OK.
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Last updated: October 29, 2024

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