Managing Grantors | Scribe

    Managing Grantors

    • Annmarie |
    • 35 steps |
    • 2 minutes
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    The below steps will guide you in managing your Grantor records, assigning them to transactions and generating a report on how a grant has been handled
    1
    Navigate to [https://www.myfundaccounting.online](https://www.myfundaccounting.online/dashboard)

    Create a Grantor Record

    2
    Click "Create"
    3
    Click "Accounts Assistant"
    4
    Click "Suppliers, Grantors, Agencies"
    5
    Click "Suppliers, grantor, contacts, agencies (postbox a/cs)"
    6
    Click "Add New"
    7
    Enter the Grantor information into the boxes provided
    8
    Tick the check box next to "Grantor"
    9
    Ensure the box is ticked next to "Active" to mark your Grantor Record as active.
    10
    Should you need to mark this record as Inactive in the future you can do so by ticking the box next to "Inactive"
    11
    You can enter a starting balance for your Grantor by entering the amount here
    12
    Click "Save"

    Assign a Grantor to a Transaction

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    In the below example we will guide you in assigning a Grantor record to an Income transaction. The process is the same using the record Expenditure screen.
    13
    Click "Transactions"
    14
    Click "Record Income"
    15
    Click "Select Account..."
    16
    Select the Income code and Fund from your lists provided. Confirm the amount and enter a description. Notes can also be added that relate to the transaction.