Administration
The Administration module is only available to Organizational Admin users and shows information and settings for the organization's Amplifund account. The module contains the account's License Information, System Administration (for clients with the Workflow module), System Security, Lists, and Actuals. Within this module, Organization Admin may set account settings, user security roles, send user invitations, update and manage lists, and import actual expenses.
- How To Edit a Subject
- How To Delete a Subject
- How To Import Subjects
- How To Add a Budget Category
- How To Edit a Budget Category
- How To Delete a Budget Category
- How To Import Budget Categories
- How To View Fund Activity Categories
- How To Add a Benefit Type
- How To Edit a Benefit Type
- How To Delete a Benefit Type
- How To Import Benefit Types
- How To Customize GL Accounts
- How To Add a GL Account
- How To Edit a GL Account
- How To Delete a GL Account
- How To Import GL Accounts
- How To View GL Account Connections
- How To Add a Note Type
- How To Edit a Note Type
- How to Purge a Note Type
- How To View an Expense Import
- How To Delete an Expense Import
- How To Import Expenses
- How To Split an Expense
- How To Resolve a Duplicate Expense
- How To Delete an Expense
- How To Restore a Deleted Expense
- How To View an HR Actuals Import
- How To Import HR Actuals