From the Welcome Page, click on the Admin button on the top menu bar, then click on Organization from the drop down list. This will launch the Organization menu.

Select Manage Funds.

Ajouter des fonds

This section provides an option for adding funds that will be used for lending. Any fund that requires tracking can be set up under a fund name. Add funds by following these steps: 

• Click create funds
• Type the name of the new fund in the New fund field
• Type l’id
• click submit

Note: This fund is not linked to the Accounting section.

View funds

Once you click the save button, a graph of all currently tracked funds is displayed. Additionally, an empty field appears at the top of the page allowing you to filter funds.

Edit fund

Click on the fund to modify then click on the modify button .

This will allow you to edit the Fund Name. Click on the Save button to save changes. 

For more details on this process and the way funds are distributed, please see the Products section of this manual.