INACTIVATE - It is a problem if you do not Inactivate unused Funds and prefix with x those posting old payments to.

UNDIRECTED - It is an issue if you do not use a separate Fund called undirected to record gifts directed where most in need or when no direction given.

DETAIL - It is a mistake to not add detail such as Goal, Restricted, Category, Type, Attributes, Solicitor, or Relationships to Funds.

SPENT - Make sure that all of your active Funds represent directed pots of money that donors have directed their money to be spent.

GENERAL LEDGER - Every donation directed to a Fund should also be directed to a General Ledger Project where Fund ID equals Project ID.

REPORT - A report from General Ledger should be used to show incoming, outgoing, and balance available to spend for each Fund/Project.

MONEY IN - How much money was raised to spent on each of your Funds.

MONEY OUT - How much have you spent of the money directed to each of your Funds.

BALANCE - How much is available to spend from each of your current Funds.