- Click Management in the menu bar
- Click Funds under the Donor Strategies section
- Click New Fund under the Tasks menu
- Type the name of your new Fund in the Name field
- If you intend to export transactions for use in your accounting software, fill in the appropriate Cash, Receivable and Revenue Account numbers from your accounting software before saving your new fund.
- Fill in the Financial Edge Project ID if you intend to use the Financial Edge Export before saving.
- Click the Save And View All Funds
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