Restricted funds identify how donations may be used. They are separate from inventory resources.

1. Open Restricted funds in the Relationships navigation.
2. Choose New restricted fund.
3. Enter a description, select Restricted, Designated or Unknown, and optionally link a programme and add notes.
4. Choose Create fund. Search the list by description or programme and select the fund to view it.

Use Edit on the profile to update these details and save. Use Delete and confirm only when the fund should be removed: this cannot be undone, and existing payment allocations retain their reference to it.

When recording a payment, select the fund in its allocation section. Use multiple allocations when a gift is split between purposes, and ensure the amounts balance. Leave the allocation unrestricted when no restriction applies.