Product Documentation

Funding Requests are used to request and record money being added to a fund outside of the gift entry process. The request is reviewed and approved before funds are added and accounting records are updated.

Funding Request records enter TDF’s org in one of two ways; through a Funding Request Flow or through a process that creates the records based on a Fund Distribution record. Let’s begin with the Funding Request Flow.

1. A user requests funding for a fund
2. The request is reviewed and approved
3. The system records the confirmed funding
4. Fund balances and accounting are updated

1. From an Active Fund (custom) record, a user clicks the “Create Funding Request” button which launches the flow.
2. User populates fields on first screen, clicks “Next”
3. Fields with a red “*” are required
4. Some fields are defaulted but can be edited
5. User chooses an address record, clicks “Next”
6. User populates fields on the third screen, clicks “Next”. Selecting “Yes” for recurring will show a few additional fields that are required.
7. On the Final Screen, the user populates several areas.User Chooses the advisor’s preferences for Fund, Name and Address Anonymity. User chooses whether the advisor wants a Grant Confirmation Notice. User makes edits to the defaulted Advisor Acknowledgement Name and Address, if needed. User selects if the request has a tribute and enters the additional information. User can check the “Create another Funding Request” box to create the current request and start the process again on the same Fund to create another record. Leaving it blank will navigate user to the record created.
8. Final step is to click “Next”. This saves the Funding Request record and navigates the user to it. Review 1 is already completed by the user who entered the record.
9. Records created with the entry process include: Funding Request, Disbursement, Fund Expenditure

Is this the same as a gift? No — gifts follow donor entry processes. Funding Requests add money operationally or internally.

Can I edit after approval? Approved funding should be reversed rather than edited.

Why didn’t the balance change? The request has not been completed/posted yet.