A list of transactions associated with a fund can be viewed in the Fund Details screen. Within this tab, the fund name, description, and LawPay Account, if applicable, can be modified.
NOTE: You must have Modify permissions to Accounting > Funds Tab to change funds.
To view/edit a fund:
On the Accounting > Funds tab, select the Categorized toggle.
Click the pencil icon on the far right of the fund you wish to access.
In the Fund Details tab, changes can be made to the Fund Name, Description, and LawPay Account fields. A list of all transactions in Neos will display below.
Click the Save button to keep all changes.
Click the Case # to open the Case Tab of this associated transaction or click the Invoice # to open the invoice detail view associated with this transaction.
