Finance
Basic steps for creating fee structure
The finance module helps staffs to create and manage institution fee structure. The admin or any privileged employee can access and create fee structure in Fedena. These steps can be followed when you are creating a new fee structure. Step ...
How can I edit or delete liability?
At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Liability to open the Liability page. Click View. In the top right, click the PDF report button to generate a PDF report. ...
How can I create or add liability?
Liabilities are items owned by the institution. It can be money or service that must be performed. At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Liability to open ...
How can I edit or delete an asset?
At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Asset to open the Assets page. Click View. In the top right, click the PDF report button to generate a PDF report. Click Edit to edit ...
How can I compare finance transactions between two different time intervals?
At the top of your dashboard, click the module access icon > Administration > Finance > Finance Reports> Compare Transactions. Select the start date and end date of the two financial periods you want to compare. Click the View Report button. Click on ...
How can I add Asset under Asset Liability Management?
An asset is an item owned by the institution. For example, land, buildings, equipment. At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Asset to open the Assets page. Click Create. ...
How can I view the finance report?
At the top of your dashboard, click the module access icon > Administration > Finance > Finance Reports> Transaction Report. Select the start date and end date of the reporting period. Click the Display Report button. If you’ve added custom expense ...
How can I view the donation transactions for a specific period?
At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. Select a date range for which you want to view the transactions. Click the CSV report button to generate a CSV report with ...
How can I delete donation transaction?
Donation transactions can be deleted at any time. Donation transactions cannot be edited. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. Use the From and To date fields to ...
How can I add or create donation ?
Money received by the institution in the form of a donation or a grant can be recorded as a donation transaction. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. In the top ...
How can I inactivate or delete a custom donor additional detail field?
If you do not want a custom additional detail field to be displayed when adding a new donor, you can inactivate it or delete it. However, you cannot delete an additional detail field that has already been used to record donor information. At the top ...
How can I add additional fields to record donor information?
At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. In the top right, click the Additional Fields button. In the Name field, enter the name of the custom field. Select the ...
How can I create an income transaction?
Income transactions can be created when money is received by the institution. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions >Add income to open the Create new income page. In the Title field, ...
How to delete an expense transaction?
Created expense transactions can be deleted at any time. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions >Add expense to open the Create new expense page. In the top right, click ...
How can I create an expense transaction?
Expenses incurred by the institution can be recorded in the Finance module. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions >Add expense to open the Create new expenses page. In the Title field, ...
How can I edit or delete finance category?
A finance category can be edited at any time. However, a finance category cannot be deleted if it has been used to create an income or expense transaction. Default finance categories cannot be edited or deleted. At the top of your dashboard, click ...
How can I create finance category?
At the top of your dashboard, click the module access icon > Administration > Finance > Category to open the Categories page. Here you will be able to view the categories that are available by default. Click Create Finance Category. In ...