Fund Management

Detailed overview and instructions for the use and functionality of the akoyaGO CRM.

A brief guide on changing colors for options/choices within fields

Information about customizing dashboards within akoyaGO to match personalized needs.

A detailed guide for Financial Reports.

Dynamics 365 offers a feature that allows color-coding option sets within fields/columns. This guide gives instructions on how to disable this feature.

This document will walk you through how to create and utilize Donor Opportunities.

An overview for the process of editing System Views within akoyaGO

Follow these steps to generate an EFT from the payment journal in Business Central.

This document describes how to use the Foundation Matching Gifts feature.

A comprehensive look at fund fees

This series of videos will walk you through running the Fund Fees Assessment process in Business Central.

A concise guide for creating and editing Fund Statement Formats in Business Central.

An all-inclusive guide for utilizing the Gift Quick-Create Process

A comprehensive guide about GOfund

An overview of the Impact Investments entity

Starting May 11, 2023 JIA will be run by bank account. This document describes the new process.

How to manage Views in the newest format change by Microsoft Dynamics.

Steps to transfer the balances of a fund to another, with the intention of closing a fund.

This document will go over the net asset totaling account and associated functionality in Business Central.

This guide covers Pledge commitments, multiple Pledge (gift) payment records, and troubleshooting changes to Pledges.

This guide provides detailed instructions on the reversal process for Request payments and Invoice payment, depending on what stage the payments are at.

A guide walking through the setup and process of Scheduled Distributions

A guide on allocating spendable net assets to endowed funds