https://fdnpartners.wiki/ 2026-05-19T09:54:25+00:00 https://fdnpartners.wiki/ https://fdnpartners.wiki/lib/exe/fetch.php?media=logo.png text/html 2026-02-13T16:18:36+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=fund360:funds:grant_budget_transactions&rev=1770999516&do=diff text/html 2026-02-13T16:17:34+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=fund360:funds:grant_budget_entries&rev=1770999454&do=diff text/html 2026-02-12T21:02:09+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=fund360:ap_automation_and_ai_capture&rev=1770930129&do=diff AP Automation and AI Capture Overview This document is meant to give users an overview of how to use the AP Automation and AI Capture features of Fund 360 and Accounting Seed. AP Automation and AI Capture allows invoices to be uploaded and automatically read by the system to create Accounts Payable records. Users review the captured information before posting to ensure accuracy. text/html 2026-02-12T21:01:31+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Aaa3.png&ns=fund360&rev=1770930091&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=393748&amp;media=fund360:aa3.png" alt="aa3.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T21:01:31+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Aaa2.png&ns=fund360&rev=1770930091&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=5bdc45&amp;media=fund360:aa2.png" alt="aa2.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T20:58:39+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Aaa1.png&ns=fund360&rev=1770929919&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=f9aa2e&amp;media=fund360:aa1.png" alt="aa1.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T20:23:42+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=fund360:spending_policy_and_grant_budget&rev=1770927822&do=diff Spending Policy and Grant Budget Overview Spending Policy determines how much each fund may distribute in a fiscal year in accordance with foundation policy and IRS guidelines. The foundation defines calculation rules (Spending Policy Codes), applies them to funds, and runs the annual calculation to establish each fund’s grant budget. The resulting amounts are then recorded in the system and used to control how much can be granted during the year. text/html 2026-02-12T20:14:55+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Asp21.png&ns=fund360&rev=1770927295&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=090ee5&amp;media=fund360:sp21.png" alt="sp21.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T20:11:30+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Asp5.png&ns=fund360&rev=1770927090&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=72744f&amp;media=fund360:sp5.png" alt="sp5.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T20:11:30+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Asp6.png&ns=fund360&rev=1770927090&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=623dd9&amp;media=fund360:sp6.png" alt="sp6.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T20:11:30+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Asp4.png&ns=fund360&rev=1770927090&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=f39858&amp;media=fund360:sp4.png" alt="sp4.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T20:11:26+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Asp2.png&ns=fund360&rev=1770927086&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=4534e1&amp;media=fund360:sp2.png" alt="sp2.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T20:11:26+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Asp3.png&ns=fund360&rev=1770927086&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=7aba12&amp;media=fund360:sp3.png" alt="sp3.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T20:11:26+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Asp1.png&ns=fund360&rev=1770927086&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=9d0b5c&amp;media=fund360:sp1.png" alt="sp1.png" loading="lazy" width="500" height="500" /> text/html 2026-02-12T16:55:30+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=fund360:post_approval&rev=1770915330&do=diff Funding Request Post Approval and Reverse Approval Overview Post Approval finalizes an approved transaction so it can proceed to accounting and payment processing. Approval alone does not complete the financial transaction. Below are instructions for accounting staff to approve a Funding Request that has been awarded. Typically the organization's grant staff text/html 2026-02-12T16:45:00+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=fund360:disbursement_scheduler&rev=1770914700&do=diff Disbursement Scheduler Overview The Disbursement Scheduler creates future payment records automatically based on a defined schedule. Payments still require review and posting before funds are issued. Disbursement and Fund Expenditure records are created through the text/html 2026-02-12T16:42:04+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:4opportunities&rev=1770914524&do=diff Reverse/Correct Opportunities Opportunities track potential or expected donations before they are received. They allow staff to manage pledges, planned giving, and fundraising pipelines prior to gift entry. Donor 360 gives users the option of reversing or correcting an opportunity that has already been posted. text/html 2026-02-12T16:35:55+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=fund360:disbursements&rev=1770914155&do=diff Disbursements Overview Disbursements issue payments for approved transactions such as grants or payables. This process generates the actual payment and updates financial records. In this section, users create Disbursements and Fund Expenditure records on a Funding Request. Then, once ready to process, instructions are written for accounting staff to pay Funding Request Disbursements that have been Approval Posted. Instructions also include how to Rescind/Cancel batch or single record that has… text/html 2026-02-12T16:31:36+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=fund360:funding_programs&rev=1770913896&do=diff Funding Programs Overview Funding Programs organize how funds are presented and selected during grantmaking. They allow funds to be grouped so users request grants from the correct category instead of choosing from all funds individually. This document outlines how Funding Programs and the related objects can be used to manage grantmaking in your organization. The Funding Program object is designed to be the object where text/html 2026-01-30T20:57:10+00:00 christina.gill (christina.gill@undisclosed.example.com) https://fdnpartners.wiki/doku.php?image=fund360%3Abr1010.png&ns=fund360&rev=1769806630&tab_details=history&media_do=diff&do=media <img src="https://fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=8612cf&amp;media=fund360:br1010.png" alt="br1010.png" loading="lazy" width="500" height="500" />