Differences

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--- acq:funds [2019/06/27 13:19] – [Create a fund] tlittle
+++ acq:funds [2020/09/02 13:45] – [Create a fund] tlittle
@@ Line 53: / Line 53: @@
   * **Code**  - Must be unique; there is no character limit
 <note tip>The fund code is what you will see most often, not necessarily the "name". So make sure it is both descriptive but not too unwieldy that it's difficult to search by. EX: MPL-ADULTBKS</note>
+<note>If you will be printing invoices from Acquisitions, your invoices will show the "name" of your funds, and not the code. So think of the codes as what will be useful when you're working in Acquisitions, and maybe the names might be longer and include info for your bookkeeper (like maybe your GL codes).</note>
 <notetip>I advise **not** including a year designation in your fund codes. If you intend to propagate your funds, a new fund will be created with the same code in the next fiscal year. So if your fund code is MPL-ADULTBKS-19 in FY19, when it is created in FY20 the code will still be MPL-ADULTBKS-19 which can create confusion.</note>
@@ Line 65: / Line 67: @@
   * **[[:acq:glossary#balance_warning_percent|Balance Warning Percent]]**- This gives you a warning when the fund is low when the specified amount remains.
-  * **[[:acq:glossary#fund_propagation|Propagate]]**- At year-end closeout, this will create a new fund in the new fiscal year with the same parameters as your current fund.
+  * **[[:acq:glossary#fund_propagation|Propagate]]**- At year-end closeout, this will create a new fund in the new fiscal year with the same parameters as your current fund. All of the settings transfer except for the year and the amount of money in the fund.
   * **[[:acq:glossary#fund_rollover|Rollover]]**- This will roll over remaining funds and/or encumbrances during the fiscal year-end close out operation into the same fund for next year. This can be changed at any time.
 . Click //Save.//