Creating, editing and deleting a fund

Who is this guide for?

For the building manager who wants to add a new fund, modify an existing fund, or delete a fund created by mistake.

Before you begin

• Make sure the building has an enabled currency from Finance ← Building Currencies.

Steps

1. From the sidebar, choose Finance then Funds.
2. Click Add fund. (Or click fund Examples and choose a ready-made template, then Add it to My Architecture to create it with one click.)
3. In the Create Fund window, fill in:
   • Fund Name (required) — Example: Maintenance Fund. The name cannot be repeated within the same architecture.
   • Currency (required) — example: dinar.
   • Purpose — Write a short description, such as “Pump and lighting repairs.” The system refuses to save if you leave it empty.
   • Opening Balance — the amount you actually have on hand now, example 500.
   • Target Balance and Minimum — tracking numbers, such as 8,000 and 1,000.
   • Status and Withdrawals (allowed/prohibited).
4. Click Create fund.

Modification and deletion

• To edit, click the pen icon on the fund card, change the data, then Update Fund.
• To delete, click the trash icon and confirm. This icon appears only for a fund on which no movement has been recorded.

Result

The fund appears in the list and becomes available when you create charges and invoices.

Important notes

• It is not possible to change the currency of a fund with charges or invoices.
• A fund with transactions cannot be deleted; Make its status inactive instead.

Who is this guide for?

For the building manager who wants to create, modify, or delete a fund from the mobile phone.

Before you begin

• The building must have a currency added, otherwise the message No currency added to the building.

Steps

1. Click More then Financial Funds.
2. Click New fund. (Or try ready-made examples then add it to my architecture.)
3. Fill out the form:
   • Fund Name * — Example: Maintenance Fund.
   • Currency — Select the fund's currency.
   • Opening Balance, Target Balance, Minimum — example: 500, 8000, 1000.
   • Purpose of the fund — Write a short description even if the field appears optional, because saving will be rejected without it when creating.
   • The Allow Dragging.
4. Click Create fund. The message The fund was created successfully.

Modification and deletion

• Click the pencil icon on the fund card, edit and then Save edits. Here you can stop the fund via Fund is active.
• The delete icon only appears for a fund without movements; Click on it and then Delete in the confirmation message.

Important notes

• The message There is another fund with the same name means that the name is in use.
• A message The fund's currency cannot be changed appears if it has dues or invoices.