Funds

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    CHURCH

    Would like to be able to print fund id numbers in batch printing.?

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    Stephen Ivey

    @church

    Thanks for reaching out to the forum! Unfortunately, printing the Fund ID on a batch report is a Limitation of Breeze. There is no specific functionality built within Breeze to place this number on any reports. We sincerely apologize for any inconvenience here!

     

    Blessings, 

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    mikemorrow98

    As money in the funds are used, how do we update to show the current balance?

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    Stephen Ivey

    @mikemorrow98

    Thanks for reaching out to us! This information cannot be populated through Breeze as Breeze is not an accounting platform and does not have functionality for Outgoing payments. Breeze calculates and reports incoming contributions only. We suggest using an account platform like Quickbooks alongside Breeze for reconciliation!

    I hope this helps! 

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    ellen

    Is there a way to make funds inactive?  For example we have certain funds that we'd only need active at a certain time of year (Pastor's Birthday, Capital Campaign, and various special missions funds).  However, when our data entry team is entering they have to sort through a long list of funds that we use, some only temporarily in the year, to put the donation into the right fund category.  I can't find where this is possible to activate/deactivate certain funds.  Can someone let me know if this is possible and point me in the right direction?

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    Stephen Ivey

    @ellen

    Great question! For this we suggest creating an Funds Folder to contain all of those "inactive" funds until you need them! The instructions for creating a Group are listed above. This is the best way to do this in Breeze!

     

    Blessings, 

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