Managing Restricted Funds

[QFSteve]

Hello @NDG1944

I found this post in the forum which may help you.

Ringfenced funds

I have detailed the procedure below: First set up each gift/grant provider or donor as a new supplier, this will also help to track the utilisation of the funds: [image] Now set up a new Quick File bank account for each gift/grant provider or donor: [image] When tagging the gift/grant/donation received into the business bank account, select ‘Bank transfer between accounts’, on the next screen select the bank account created in step 2 above as ‘Transfer from account’. This will allocate t…