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KELL Smartpacks Documentation
KELL Smartpacks
In this section, you will find all of our information for key documentation on Smartpack.
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KELL Smartpack Documentation
Fund Allocations Documentation
Working with Funds v2.X
Fund Allocations Documentation
Working with Funds v2.X
What is a Fund?
How to create a new Fund
How to deactivate a Fund
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Topics
About Fund Allocations
4
Introducing Fund Allocations v3.x (Lightning)
Fund Allocations Feature Overview
Upgrading Fund Allocations to version 3.x
Fund Allocations ERD
FAQs
2
Should I allocate to Opportunities or to Payments?
What happens to Allocations if I change the Fund or Amount on the Opportunity? 2.x
Administrators Guide
6
Installing the Fund Allocations Smartpack
Completing post-install setup for the Fund Allocations Smartpack
Disabling native NPSP GAU Allocations
Creating an Export Template
Upgrading Fund Allocations from an earlier version
Updating Labels for Fund Settings (if required)
Users Guide (Allocating by Opportunity)
3
Entering a gift with a single allocation
Splitting an opportunity between multiple funds
Using the Export/Post tab (Opportunity allocation)
Users Guide (Allocating by Payment)
3
Entering a gift with a single allocation
Splitting payments between multiple funds
Using the Export/Post tab (Payment allocation)
Working with Funds v2.X
3
What is a Fund?
How to create a new Fund
How to deactivate a Fund
Working with Allocations v2.X
2
What is an allocation?
How to edit an allocation
Exporting and Posting Payments v2.X
2
How to find Payments that will need to be exported
How to export payments and mark them as posted automatically
Working with Posted Records and Reversing v2.X
4
What can and can't be edited and by whom once a record is posted
If I want to quickly post or unpost multiple payments, do I have to use the Export tab?
How do I reverse an opportunity/payment so I can make changes to it?
Working with reversed allocations
Generate Manual PDF
KELL Smartpacks
Fund Allocations Documentation
Canadian Tax Receipting
Stewardship Documentation
Inline referenced article
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