Grant Budget Balance
This section is for identifying and understanding how to use the Grant Budget Balance object in the Donor 360 package. Grant Budget Balance works with Grant Budget Entry and Grant Budget Transactions to manage the granting budget for a fund. It's designed to track the money the fund can spend for the year and then works with the Grant Budget Entry and Grant Budget Transactions to track the money moving in and out of the fund within the Grant Budget for the fund.
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Custom Fields
Work with your teams to determine which fields you plan to use. This is designed to work with Accounting Seed and the Fund 360 package but if your org does not use either of those packages, the fields can be used and integrated with an outside accounting package. Make sure these are included applicable fields on the Grant Budget Balance Page Layout and Lightning Page.
- Approved Disb/Expenditures
- Beginning Balance
- Budget/Spending Amount
- Ending Balance
- Ending Balance Less Pending
- Ending Balance Less Pending & Unapproved
- Fund
- Fund Intention
- Fund Intention Description
- Pending Disb/Expenditures
- Unapproved Disb/Expenditures
- Year
