Differences

This shows you the differences between two versions of the page.

--- fund_administration_interface [2024/08/01 11:06] – ↷ Page name changed from new_fund_administration_interface to fund_administration_interface cmorgan
+++ fund_administration_interface [2025/01/24 15:02] (current) – [The Funds Tab] cmorgan
@@ Line 23: / Line 23: @@
 In this tab you can create a new fund, edit a fund, inactivate a fund, deleted a fund*, perform fiscal close, and search for existing funds. The fund grid can be configured, using the grid options under the gear icon, to show the full status of your funds, including encumbered and spent balances, across all your funds.
-{{ ::acq_fund_admin_numbered.png?direct | Funds Tab}}
-  - **Remove Filters** – Clears all filter that have been set.
+**Remove Filters** Button – Clears all filter that have been set.
-  - **New Fund** – Click to create a new fund.
-  - **Fiscal Propagation and Rollover** – Click to access fiscal close functions.
+**New Fund** Button – Click to create a new fund
-  - **Grid functions**
-  - Ordered List Item- **Column headings** – Columns are sortable. Click twice on the column heading to reverse the sort order. Note: Money columns are not sortable.
+**Fiscal Propagation and Rollover** Button – Click to access fiscal close functions.
-  - **Filters** – Filters are specific to the type of data. :!: Money columns are not filterable. :!: The Year is filtered to the current **Calendar year** by default. If you are in the first half of the fiscal year you will need to set the Year filter accordingly when you come to this screen.
-  - **Search results**
+{{::acq_fund_admin_buttons.png?direct|Buttons}}
-  - **Legacy Fund Interface** – Link to old fund interface.
+**Grid functions**
+{{::grid_controls.png?direct|Grid Controls}}
+**Column headings** – Columns are sortable. Click twice on the column heading to reverse the sort order.
+<note>Money columns are not sortable.</note>
+**Filters** – Filters are specific to the type of data.
+<note>Money columns are not filterable.</note>
+<note important>The Year is automatically filtered to the current **CALENDAR year** by default. If you are in the first half of the fiscal year you will need to change the Year filter to your **FISCAL year** when you come to this screen.</note>
+**Legacy Fund Interface** – Link to old fund interface.