General

Rollback
Rollback is a feature that lets you revert your financial accounts to a previous date and time within a 3-month window. This means you can remove any tran...
Thu, 7 Nov, 2024 at 4:21 PM
Adding a Method
You can create as many Methods as you require to indicate how each donor has made their donation. The below steps will guide you in creating a new metho...
Thu, 7 Nov, 2024 at 4:23 PM
How to Reverse a Transaction
The below steps will guide you on how to Reverse a transaction. You may need this if you are unable to void a transaction, as it will reverse all elements...
Thu, 7 Nov, 2024 at 4:27 PM
Record Expenditure
The below steps will guide you in recording an Expenditure Transaction 1. Navigate to https://www.myfundaccounting.online 2. Click "Transactions...
Thu, 7 Nov, 2024 at 4:50 PM
Managing Grantors
The below steps will guide you in managing your Grantor records, assigning them to transactions and generating a report on how a grant has been handled ...
Fri, 8 Nov, 2024 at 11:53 AM
SOFA/ R&P Headings
The default Sofa Headings in MyFundAccounting.Online correspond with the SORP 2015 and it should not normally be necessary to amend them. The same form is...
Fri, 8 Nov, 2024 at 12:31 PM
How to Produce Reports
The filter options will be different depending on the type of report that you are exporting. Once you have selecting your financial year dates and selected...
Wed, 11 Dec, 2024 at 5:14 PM
Creating and Processing Recurring Invoices
Made by Carrie with Scribe TABLE OF CONTENTS Creating a recurring invoice Processing a recurring invoice You may have a customer with an invoice tha...
Fri, 31 Jan, 2025 at 9:41 AM
How to Create and Post a Template Invoice
Made by Carrie with Scribe TABLE OF CONTENTS Creating a template invoice Recalling a template invoice You may have certain invoices that are used r...
Fri, 31 Jan, 2025 at 9:41 AM
Reconnecting your Microsoft 365
Reconnecting your Microsoft 365 Account to MyFundAccounting.Online Made by Carrie with Scribe Tip: Due to recent changes to Microsoft Office 365, ...
Wed, 19 Nov, 2025 at 12:35 PM