Show Available Cash

Written by Nick Miles

Last published at: September 25th, 2018
  1. In System Data:
    • Edit Site Data.
    • At the bottom of the page, check the box next to Show Available Cash.
    • Click Save.
  2. From the Accounts page.
    • Edit the relevant Asset account.
    • Next to Available For Cash, enter the percentage of cash that should be made available for grants.
    • Click Save.
  3.  From the Fund page:
    • Edit the relevant Fund.
    • Uncheck the box next to Track Spendable.
    • Click Save.

Note: Available Cash will not display in the Fund or Donor Portal unless Track Spendable is unchecked.