Funds
Discover how to create, manage, and choose funds in WorldShare Acquisitions.
- Create funds
- Discover how to create and download funds for your budget in WorldShare Acquisitions.
- Choose a fund on an order or invoice
- Discover how to choose a fund on an order, order item, or invoice in WorldShare Acquisitions.
- Edit funds
- Discover how to edit funds, including the Fund Name, Fund Code, and Budgeted Amount, in WorldShare Acquisitions.
- Transfer funds
- Discover how to transfer money from one fund to one or more other funds on a budget in WorldShare Acquisitions.
- Disable funds
- Discover how to disable funds for new transactions in WorldShare Acquisitions.
- Delete funds
- Discover how to delete funds from your budget in WorldShare Acquisitions.
- Notes for funds
- Discover how to add, edit, view, and delete notes for funds in WorldShare Acquisitions.