General

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
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
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
Learn how to initiate and manage online bank transfers within the MyFundAccounting platform. This guide walks you through setting up transfer details, assig...
Tue, 21 Jul, 2026 at 11:41 AM
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