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donor360:using_donor_360:120grant_budget_entry

Grant Budget Entry

This section is for identifying and understanding how to use the Grant Budget Entry object in the Donor 360 package. Grant Budget Entry with Grant Budget Balance 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 tracks the payables out of the fund and spending policy allowance back into the fund.

Content

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 Entry Page Layout and Lightning Page.

  • Amount
  • Date
  • Entry Description
  • Fund
  • Fund Intention
  • Fund Intention Description
  • Status

Apex

  • TDTM_GrantBudgetEntry
  • GrantBudgetEntry_TDTM
donor360/using_donor_360/120grant_budget_entry.txt · Last modified: by judy.otto