Customization on Funds

Funds can carry custom fields for GL mapping, reporting codes, and integration identifiers.

Custom Fields on Funds

Defined on: the Fund record
Stored on: the Fund record

Fund custom fields hold metadata about the fund itself — not transaction data. Use them for:

  • GL account codes: fund.get('GL_CODE').value
  • External agency identifiers for integration with accounting systems
  • Reporting category codes used in payout exports
  • Agency contact information for automated notifications

Integration Codes on Funds

Integration codes are hidden fields on funds, not shown in standard list views. They are the primary mechanism for attaching GL and external system identifiers to a fund without cluttering the standard fund definition.

Accessing Fund Custom Fields

In scripts:

var glCode = fund.get('GL_CODE').value;
var agencyId = fund.get('AgencyID').value;

In reports: Fund custom field values appear as selectable columns in Fund reports and in Payout export reports.

In payout exports: Fund integration code values are available in the payout CSV export for direct use in downstream GL posting.

→ Full reference: Where Custom Fields Live