General

Linking MyGiving.Online to MyFundAccounting.Online
Start in MyGiving.Online Link your Email Click on your profile name next to the logout button Switch to the email account tab Enter the SMTP ...
Thu, 1 Jul, 2021 at 10:28 AM
Importing a Bank Statement (MyFundAccounting)
There are two steps to the Bank Statement Import process.    In step one you choose a unique element of the transaction so that MyFundAccounting.Online ca...
Thu, 29 Jun, 2023 at 11:27 AM
Testing Area
What is the Testing area?   The Testing Area allows you to input transactions into the system without posting them. This will create temporary transact...
Wed, 28 Jun, 2023 at 10:30 AM
Linking to Microsoft 365
MyFundAccounting.Online offers integration with office 365, allowing you to attach documents such as receipts or invoices to transactions. This means that f...
Wed, 26 Apr, 2023 at 12:01 PM
Uploading documents with Microsoft 365
MyFundAccounting.Online now offers integration with office 365, allowing you to attach documents such as receipts or invoices to transactions. Files relatin...
Thu, 4 May, 2023 at 9:33 AM
Dual Authorisation
Dual Authorisation is a security function that gives your organisation additional control over the payments that are made from your bank account. When makin...
Tue, 30 May, 2023 at 4:49 PM
Combined report settings for organisations with multiple branches – MULTIPLE LICENSE ONLY
If you have multiple licenses and therefore multiple branches in MyFundAccounting.Online, you may want to produce reports that combine all of your branches ...
Wed, 23 Jun, 2021 at 10:54 AM
How to Create an Income Budget ( A Single Nominal Account All Fund )
Income Budgets can be created for:  All Income against a nominal account ( All Fund)  All income for a single fund ( All Nominal Accounts)  Inco...
Thu, 12 Oct, 2023 at 4:53 PM
How to Create an Income Budget ( A single Fund )
Income Budgets can be created for:  All Income against a nominal account ( All Fund)  All income for a single fund ( All Nominal Accounts)  Inco...
Wed, 11 Oct, 2023 at 1:29 PM
Managing Agency Collection
Click the link below to access a help article covering creating, using and reporting on Agency Collections. Managing Agency Collections
Fri, 15 Mar, 2024 at 12:32 PM