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All funds are associated with a Ledger. To find a ledger you can search two ways.
(Note that all : All searches filter for “Status: Active” and “Fiscal Period: Status = Active and Fiscal Period = [Current FY]” automatically when you start a you search. You can change these filters after you search.)
- Go to Acquisitions > Acquisitions Infrastructure>Funds and Ledgers
OR - Using the search bar (make sure you have selected "Funds") and enter either the Name (such as Divinity) or the Code (ex DIV is 245).
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Click on the Name or the View button to go to the Summary Fund Summary Details page and view each tab. (Summary is both the name of the fund type and the title of the tab.) The FY and code information is in the top area and remains available as you navigate to other tabs, such as Funds or Notes.
On the Funds Tab are all Allocated Funds associated with that Summary Fund.
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