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Revised 06/08/2026


 

The following videos cover topics included in the Interfunds Training Session offered on our Training Menu. 

Using the Interfund Grant/Gift Processing Knowledge Article as a guide, this video series introduces Interfunds in akoyaGO. It covers key accounting defaults that simplify data entry, along with how to create, process, and send Interfunds to accounting. Finally, it reviews how to manage, adjust, or reverse Interfunds after they’ve been posted.

While we suggest watching all videos in order, you may click on a Title below to jump to a topic:

       

      Prerequisites

       

       

        Interfunds Overview

      This video introduces Interfunds in akoyaGO as a way to transfer money between funds. It explains how they can be created manually, through Scheduled Distributions, or via GOfund recommendations.

       

      This video explains how Accounting Settings in akoyaGO can be configured to set default values for Interfunds, helping standardize data entry. It highlights key settings like Default Payee/Payor, Accounts, and Functions, while noting that these can still be adjusted on individual Interfund records if needed.

      For more information, please see akoyaGO with Accounting - Accounting Settings.

      This video demonstrates how to create an Interfund using the Quick Create form, highlighting the key required fields and optional details that carry through to related records. It also explains how default Accounting Settings streamline data entry.


      This video explains how to process Interfunds by sending them to accounting, which creates the corresponding ledger entries and automatically generates all related records.


      This video reviews the ledger entries that are created upon Sending to Accounting. 

      This video explains how to void or adjust an Interfund using the Reverse/Adjust options, including how the system automatically handles reversals and creates updated records when needed.
      It also highlights how changes are reflected in both CRM and the General Ledger for clear tracking.

      For more information, please see How to Reverse and Adjust Interfund Grants.


      Keywords: Interfund, transfer, fund