Use Outbound Funds Module

Set up funding programs and funding requests to manage the fundseekers’ applications. Share those records with your team and provide feedback. If needed, create disbursements for your expenditures. Learn about localization and translation for Outbound Funds Module.

• Manage Funding Programs
  Create funding programs from the App Launcher in Outbound Funds Module.
• Manage Funding Requests
  Set up funding requests to track applications, associated constituents, requirements, and create disbursements in Outbound Funds Module.
• Create and Share Reviews
  Create and share Funding Request reviews with your team.
• Complete a Review
  Provide feedback on a fundseeker's application.
• Manage Expenditures
  The Manage Expenditures feature allows you to link a Disbursement record to an existing General Accounting Unit using the GAU Expenditures object to track which account the disbursed funds come from. This is only available if you are an existing NPSP user and installed the NPSP Extension of Outbound Funds Module.
• Outbound Funds Module and Translation
  Learn how Outbound Funds Module is localized and how to manage translations.