Understand: Fund Codes

Add fund codes to Experience transactions for accounting purposes.

A fund code is an optional identifier you can use to "tag" transactions for accounting purposes. If you add a fund code to your Experience settings, the system will mark each donation with the code in your RallyUp reports. You can then use the code to help track which donations came from which Experience.

Before You Begin

  • If you're using Stripe as your funding method, the fund code will appear in Stripe reports as well. If you're using PayPal as your funding method, the fund code will not appear in PayPal reports.

Add a Fund Code

  1. Select Experiences from the left menu.
  2. If you have chosen list view, click on the Experience title. If you have selected grid view, click on the Experience image.
  3. Select Edit Experience.
  4. Select Options in the timeline at the top.
  5. Scroll down to Other Options and click on the plus sign to expand this section.
  6. Check the box next to Yes, add the following fund code to all transactions and enter the the fund code:

  1. Select SAVE at the bottom of the page.

Fund Codes in RallyUp Reports

Fund codes will appear in the report from the View Donations section in Experience Management:

Learn how to export this report here: View and Export a List of Donations and Donor Information.

Here's how the fund code will appear in the report:

If you have an accounting department, you can pass this report on to them so they can manage the donations appropriately.

Additional Knowledge Base Articles

What Types of Reports Does RallyUp Provide?


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