Create a Fund

To create a fund from the Fiscal Year workform

  1. Go to the Fiscal Year workform.

  2. Open the Funds view by selecting Funds.

    Fiscal Year workform.

  3. Select +New Fund.

    Fiscal Year workform, New Fund button.

    The New Fund workform opens.

  4. Fill in the fields with the information as described in Fund Record Header and Details.

  5. Select SAVE.

    Leap displays a success message and the filled-in Fund workform opens.