Create a Subfund

Note:
To create a new subfund, you need the permission Funds: Create.

To create a subfund from the Fund Record workform

  1. Go to the Fund Record workform.

  2. Select the Subfunds view.

  3. Select +New Subfund.

    Fund workform, New Subfund button.

    The New Fund workform opens.

  4. Enter information as described in View or Edit a Fund or Subfund.

  5. Select SAVE.

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