home

PDS

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailPDS

Funds, Tuition, and Fees

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.
Church_Office
Formation_Office
DioOffice

Last updated: October 29, 2024