Funds

Discover how to create, manage, and choose funds in WorldShare Acquisitions.

 

  • Create funds
    Discover how to create and download funds for your budget in WorldShare Acquisitions.
  • Choose a fund on an order or invoice
    Discover how to choose a fund on an order, order item, or invoice in WorldShare Acquisitions.
  • Edit funds
    Discover how to edit funds, including the Fund Name, Fund Code, and Budgeted Amount, in WorldShare Acquisitions.
  • Transfer funds
    Discover how to transfer money from one fund to one or more other funds on a budget in WorldShare Acquisitions.
  • Disable funds
    Discover how to disable funds for new transactions in WorldShare Acquisitions.
  • Delete funds
    Discover how to delete funds from your budget in WorldShare Acquisitions.
  • Notes for funds
    Discover how to add, edit, view, and delete notes for funds in WorldShare Acquisitions.