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funds_setup_checklist

channelFUNDS checklist - Have you…

  • Setup ADMIN?
  • Configured the tool settings?
    • enable/view/edit system emails
    • allow use of non-allocated funds? (it allows for the use of negative funds during reimbursements)
  • Set up the appropriate Budget Line(s)?
    • if you're using Strategic Investment BL's, have you assigned Trustees?
    • uploaded or added funds?
funds_setup_checklist.txt · Last modified: 2009/07/16 19:00 by anthony