# FoundationHub

> Knowledge base documentation for FoundationHub.

## v1

- [FidTech's New Document360 Platform](https://docs.foundationhub.com/docs/introduction-to-fidtechs-document360-platform.md)
- [Introduction to Document360](https://docs.foundationhub.com/docs/introduction-to-doc360.md)
- [FoundationHub How-to Guide](https://docs.foundationhub.com/docs/fh.md)
- [Table of Contents](https://docs.foundationhub.com/docs/clone-table-of-contents.md)
- [Glossary](https://docs.foundationhub.com/docs/glossary-template.md)
- [Getting Started](https://docs.foundationhub.com/docs/getting-started-1.md)
- [Getting Started](https://docs.foundationhub.com/docs/getting-started.md)
- [Navigating the System](https://docs.foundationhub.com/docs/navigating-the-system-1.md)
- [Menu Options](https://docs.foundationhub.com/docs/menu-options-1.md)
- [Support Section](https://docs.foundationhub.com/docs/support-section.md)
- [Search Screen/Results Ordering](https://docs.foundationhub.com/docs/search-screenresults-ordering.md)
- [Exporting](https://docs.foundationhub.com/docs/exporting.md)
- [Ensuring Information Flows throughout FoundationHub](https://docs.foundationhub.com/docs/ensuring-information-flows-throughout-fh.md)
- [New Inbox – Default Option](https://docs.foundationhub.com/docs/new-inbox-default-option.md)
- [Administration](https://docs.foundationhub.com/docs/administration.md)
- [App Manager](https://docs.foundationhub.com/docs/app-manager.md)
- [Securities & Liquidity Vehicles](https://docs.foundationhub.com/docs/securities-liquidity-vehicles-1.md)
- [Securities & Liquidity Vehicles](https://docs.foundationhub.com/docs/securities-liquidity-vehicles.md)
- [Creating New Securities](https://docs.foundationhub.com/docs/creating-new-securities.md)
- [Editing a Security](https://docs.foundationhub.com/docs/editing-a-security.md)
- [Creating a Liquidity Vehicle (Cash Account)](https://docs.foundationhub.com/docs/creating-a-liquidity-vehicle-cash-account.md)
- [Bank Accounts](https://docs.foundationhub.com/docs/bank-accounts-1.md)
- [New Bank Account Screens](https://docs.foundationhub.com/docs/new-bank-account-screens.md)
- [Creating Bank Accounts](https://docs.foundationhub.com/docs/creating-bank-accounts.md)
- [Editing a Bank Account](https://docs.foundationhub.com/docs/editing-a-bank-account.md)
- [Linking a Liquidity Vehicle (Cash Account) to a Bank Account](https://docs.foundationhub.com/docs/linking-a-liquidity-vehicle-cash-account-to-a-bank-account.md)
- [Linking Bank Accounts to Grantee/Vendor or Funds](https://docs.foundationhub.com/docs/sr-using-ach-payments.md)
- [Setting Up a New Fund / Editing a Fund](https://docs.foundationhub.com/docs/setting-up-a-new-fund-editing-a-fund-1.md)
- [Fund Setup](https://docs.foundationhub.com/docs/fund-setup.md)
- [Fund Maintenance](https://docs.foundationhub.com/docs/fund-maintenance.md)
- [Updating Investment Allocation](https://docs.foundationhub.com/docs/updating-investment-allocation.md)
- [Closing a Fund](https://docs.foundationhub.com/docs/closing-a-fund.md)
- [Linking Contacts to Funds](https://docs.foundationhub.com/docs/linking-contacts-to-funds.md)
- [Fund Summary and Fund Detail Report](https://docs.foundationhub.com/docs/new-fund-summary-and-fund-detail-report.md)
- [Linking Contacts to Funds](https://docs.foundationhub.com/docs/clone-mass-linked-funds-update.md)
- [Opening a New Fund as a DonorSphere User](https://docs.foundationhub.com/docs/opening-a-new-fund-as-a-donorsphere-user.md)
- [Adding New Contacts](https://docs.foundationhub.com/docs/adding-new-contacts.md)
- [Types of Contacts](https://docs.foundationhub.com/docs/types-of-contacts-1.md)
- [Contacts Definitions](https://docs.foundationhub.com/docs/types-of-contacts.md)
- [Interested Party](https://docs.foundationhub.com/docs/interested-party.md)
- [Adding a New Interested Party](https://docs.foundationhub.com/docs/sr-adding-a-new-interested-party.md)
- [Searching for an Interested Party](https://docs.foundationhub.com/docs/searching-for-an-interested-party-in-foundationhub.md)
- [Interested Party - Edit Capabilities](https://docs.foundationhub.com/docs/interested-partys-profile-sections-edit-capabilities.md)
- [Grantee](https://docs.foundationhub.com/docs/grantee.md)
- [Adding a New Grantee](https://docs.foundationhub.com/docs/adding-a-new-granteenbsp.md)
- [Searching for a Grantee](https://docs.foundationhub.com/docs/searching-for-a-grantee-in-foundationhub.md)
- [Grantee - Edit Capabilities](https://docs.foundationhub.com/docs/grantees-profile-sections-edit-capabilities.md)
- [Vendor](https://docs.foundationhub.com/docs/vendor.md)
- [Adding a New Vendor](https://docs.foundationhub.com/docs/adding-a-new-vendornbsp.md)
- [Searching For a Vendor](https://docs.foundationhub.com/docs/searching-for-a-vendor-in-foundationhub.md)
- [Vendor - Edit Capabilities](https://docs.foundationhub.com/docs/vendors-profile-sections-edit-capabilities.md)
- [Contact Profile Functionalities](https://docs.foundationhub.com/docs/contact-profiles-functionalities.md)
- [Contact Relationships Old vs. New Contact Profiles](https://docs.foundationhub.com/docs/contact-relationships-old-vs-new-contact-profiles.md)
- [Mass ‘Linked Funds’ Update](https://docs.foundationhub.com/docs/mass-linked-funds-update.md)
- [Mirror a Donor’s DonorSphere Account](https://docs.foundationhub.com/docs/mirror-a-donors-donorsphere-account.md)
- [Modifying Contact Profile Sections & Fields](https://docs.foundationhub.com/docs/modifying-contact-profile-sections-fields.md)
- [Creating a Fund Holder (Legal Entity Organization)](https://docs.foundationhub.com/docs/creating-a-fund-holder-legal-entity-organization.md)
- [Creating a Fund Holder (Legal Entity Organization)](https://docs.foundationhub.com/docs/clone-creating-a-legal-entity-organization-fund-holder.md)
- [Transaction Processing](https://docs.foundationhub.com/docs/transaction-processing-1.md)
- [Transaction Processing](https://docs.foundationhub.com/docs/transaction-processing-2.md)
- [Checks Payment Processing](https://docs.foundationhub.com/docs/payment-processing.md)
- [ACH Payment Processing (Generating a NACHA File)](https://docs.foundationhub.com/docs/clone-payment-processing.md)
- [Processing a Cash Receipt](https://docs.foundationhub.com/docs/processing-a-cash-receipt.md)
- [Creating a Deposit](https://docs.foundationhub.com/docs/creating-a-deposit.md)
- [Generating a Receipt Letter (Acknowledgment)](https://docs.foundationhub.com/docs/generating-a-receipt-letter-acknowledgment.md)
- [Processing a Disbursement Request](https://docs.foundationhub.com/docs/processing-a-disbursement-request.md)
- [Purchasing a Security](https://docs.foundationhub.com/docs/purchasing-a-security.md)
- [Scheduling a Disbursement](https://docs.foundationhub.com/docs/scheduling-a-disbursement.md)
- [Transfer](https://docs.foundationhub.com/docs/transfer.md)
- [My Forms Templates to Replicate Transactions](https://docs.foundationhub.com/docs/my-form-templates-1.md)
- [Reversing Transactions (Canceling)](https://docs.foundationhub.com/docs/reversing.md)
- [Reversing a Cash Receipt](https://docs.foundationhub.com/docs/reversing-transactions-canceling-reversing-a-cash-receipt.md)
- [Reversing a Non-Check Disbursement](https://docs.foundationhub.com/docs/reversing-a-non-check-disbursement.md)
- [Reversing a Check Disbursement (Void Check)](https://docs.foundationhub.com/docs/reversing-a-check-disbursement-void-check.md)
- [Statements](https://docs.foundationhub.com/docs/statements.md)
- [Old - Generating Statements](https://docs.foundationhub.com/docs/generating-statements.md)
- [Old - Searching Statements](https://docs.foundationhub.com/docs/searching-statements.md)
- [Old - Entity Statement](https://docs.foundationhub.com/docs/entity-statement.md)
- [Old - Ad-Hoc Statement](https://docs.foundationhub.com/docs/ad-hoc-statement.md)
- [New - Generating Statements](https://docs.foundationhub.com/docs/new-statement-service-generating-statements.md)
- [New - Searching Statements](https://docs.foundationhub.com/docs/new-statement-service-searching-statements.md)
- [New - Ad-Hoc Statements](https://docs.foundationhub.com/docs/new-statement-service-ad-hoc-statements.md)
- [New - Entity Statement](https://docs.foundationhub.com/docs/new-statement-service-entity-statement.md)
- [New - Statement Frequencies](https://docs.foundationhub.com/docs/new-statement-service-statement-frequencies.md)
- [New - Set Up Inserts](https://docs.foundationhub.com/docs/new-statement-service-set-up-inserts.md)
- [New - Set Up Statement Types](https://docs.foundationhub.com/docs/new-statement-service-statement-types.md)
- [New - Set Up Coversheets](https://docs.foundationhub.com/docs/new-statement-coversheets.md)
- [Security Pricing](https://docs.foundationhub.com/docs/security-pricing.md)
- [Security Pricing](https://docs.foundationhub.com/docs/automated-pricing-via-idc.md)
- [Fees](https://docs.foundationhub.com/docs/fees.md)
- [Fees](https://docs.foundationhub.com/docs/fees-1.md)
- [Allocations](https://docs.foundationhub.com/docs/allocations.md)
- [CTF Processing (Allocation Setup)](https://docs.foundationhub.com/docs/ctf-processing.md)
- [Transaction (GL) Codes](https://docs.foundationhub.com/docs/transaction-gl-codes.md)
- [Transaction (GL) Codes](https://docs.foundationhub.com/docs/transaction-gl-codes-2.md)
- [Imports - Fund, Gift, Grant, and IP Imports](https://docs.foundationhub.com/docs/imports-fund-gift-grant-and-ip-imports.md)
- [Fund Import](https://docs.foundationhub.com/docs/fund-import.md)
- [Gift Import](https://docs.foundationhub.com/docs/gift-import-1.md)
- [Grant/Invoice Import](https://docs.foundationhub.com/docs/gift-import.md)
- [IP Import](https://docs.foundationhub.com/docs/ip-import.md)
- [Spending Policy](https://docs.foundationhub.com/docs/spending-policy.md)
- [Spending Policy Management](https://docs.foundationhub.com/docs/spending-policy-via-utilities-and-admin.md)
- [Running Policy Calculations](https://docs.foundationhub.com/docs/spending-policy-management.md)
- [Spending Policy Distribution User Guide](https://docs.foundationhub.com/docs/clone-sp-distribution-user-guide-final.md)
- [Analytics](https://docs.foundationhub.com/docs/analytics.md)
- [Intro to Analytics](https://docs.foundationhub.com/docs/intro-to-gooddata.md)
- [Dashboards](https://docs.foundationhub.com/docs/dashboards.md)
- [Creating Insights](https://docs.foundationhub.com/docs/creating-insights.md)
- [Insight Instructions](https://docs.foundationhub.com/docs/insight-instructions.md)
- [Tables](https://docs.foundationhub.com/docs/tables.md)
- [Bar/Column Charts](https://docs.foundationhub.com/docs/barcolumn-charts.md)
- [Trend Lines](https://docs.foundationhub.com/docs/trend-lines.md)
- [Stacked Area Chart](https://docs.foundationhub.com/docs/stacked-area-chart.md)
- [Configuring Insights](https://docs.foundationhub.com/docs/configuring-insights.md)
- [Key Performance Indicators](https://docs.foundationhub.com/docs/key-performance-indicators.md)
- [Editing Dashboards and Insights](https://docs.foundationhub.com/docs/editing-dashboards-and-insights.md)
- [Filtering Data](https://docs.foundationhub.com/docs/filtering-data.md)
- [Formatting Numbers in Insights](https://docs.foundationhub.com/docs/formatting-numbers-in-insights.md)
- [Reports](https://docs.foundationhub.com/docs/reports-2.md)
- [New Donor Reports – LYBUNT, AYBUNT](https://docs.foundationhub.com/docs/new-donor-reports-lybunt-aybunt.md)
- [Standard Reports and Descriptions](https://docs.foundationhub.com/docs/reports-1.md)
- [Accessing Workflow Reports v2](https://docs.foundationhub.com/docs/accessing-workflow-reports-v2.md)
- [Filters](https://docs.foundationhub.com/docs/filters.md)
- [Creating Reports](https://docs.foundationhub.com/docs/creating-reports.md)
- [Editing Columns](https://docs.foundationhub.com/docs/editing-columns.md)
- [Miscellaneous Features](https://docs.foundationhub.com/docs/miscellaneous-features.md)
- [Journals](https://docs.foundationhub.com/docs/journals.md)
- [Pending Grants Report](https://docs.foundationhub.com/docs/pending-grants-report.md)
- [Cash Receipt Workflow Report](https://docs.foundationhub.com/docs/cash-receipt-workflow-report.md)
- [General Ledger Report](https://docs.foundationhub.com/docs/general-ledger-report.md)
- [Transactions by Account Report](https://docs.foundationhub.com/docs/transactions-by-account-report.md)
- [Workflow Reports](https://docs.foundationhub.com/docs/workflow-reports.md)
- [Introduction to Datacube](https://docs.foundationhub.com/docs/clone-introduction-to-the-datacube.md)
- [Datacube Tables](https://docs.foundationhub.com/docs/clone-datacube-tables.md)
- [Accessing the Datacube in Power BI](https://docs.foundationhub.com/docs/accessing-the-datacube-in-power-bi.md)
- [Creating a Budget](https://docs.foundationhub.com/docs/budgeting-functionality.md)
- [Budget Reports](https://docs.foundationhub.com/docs/budget-reports.md)
- [Giving Basket](https://docs.foundationhub.com/docs/shopping-cart-1.md)
- [Client Enhancement Requests](https://docs.foundationhub.com/docs/client-enhancement-requests.md)
- [DonorSphere Utilities & Administration How-to Guide](https://docs.foundationhub.com/docs/ds.md)
- [Table of Contents](https://docs.foundationhub.com/docs/new-donorsphere-utilities-and-administration-guide.md)
- [DonorSphere Administration Overview](https://docs.foundationhub.com/docs/donorsphere-administration-overview.md)
- [Accessing Administration Page](https://docs.foundationhub.com/docs/accessing-administration-page.md)
- [Editing Content](https://docs.foundationhub.com/docs/editing-content.md)
- [Insert Hyperlink](https://docs.foundationhub.com/docs/insert-hyperlink.md)
- [Multi-Level Donor Approval of DonorSphere Grants](https://docs.foundationhub.com/docs/multi-level-donor-approval-of-donorsphere-grants.md)
- [How to Log into DonorSphere](https://docs.foundationhub.com/docs/how-to-log-into-donorsphere.md)
- [How to Log into DonorSphere](https://docs.foundationhub.com/docs/how-to-log-into-donorsphere-1.md)
- [Articles](https://docs.foundationhub.com/docs/articles.md)
- [Manage Articles](https://docs.foundationhub.com/docs/manage-articles.md)
- [Create New Article](https://docs.foundationhub.com/docs/create-new-article.md)
- [Inside Article](https://docs.foundationhub.com/docs/inside-article.md)
- [Carousels](https://docs.foundationhub.com/docs/carousels.md)
- [Carousels](https://docs.foundationhub.com/docs/carousels-1.md)
- [Documents](https://docs.foundationhub.com/docs/documents-2.md)
- [Documents](https://docs.foundationhub.com/docs/documents-1.md)
- [Emails](https://docs.foundationhub.com/docs/emails-2.md)
- [View Email Templates](https://docs.foundationhub.com/docs/emails-1.md)
- [Edit Email Templates](https://docs.foundationhub.com/docs/edit-email-templates.md)
- [Insert System Variables](https://docs.foundationhub.com/docs/insert-system-variables.md)
- [Combined ACH / Wire Payment email notification](https://docs.foundationhub.com/docs/combined-ach-wire-payment-email-notification.md)
- [Initiatives](https://docs.foundationhub.com/docs/initiatives.md)
- [Initiatives](https://docs.foundationhub.com/docs/initiatives-1.md)
- [CSS (Cascading Style Sheets)](https://docs.foundationhub.com/docs/css-cascading-style-sheets.md)
- [Manage CSS (Cascading Style Sheets)](https://docs.foundationhub.com/docs/manage-css-cascading-style-sheets.md)
- [DonorSphere Preferences](https://docs.foundationhub.com/docs/preferences.md)
- [DonorSphere Preferences Table of Contents](https://docs.foundationhub.com/docs/table-of-contents.md)
- [DonorSphere Preferences Tabs](https://docs.foundationhub.com/docs/donorsphere-preferences-tabs.md)
- [About DonorSphere Preferences](https://docs.foundationhub.com/docs/how-to-access-donorsphere-preferences.md)
- [Gift Settings](https://docs.foundationhub.com/docs/gift-settings.md)
- [Grant Settings](https://docs.foundationhub.com/docs/grant-settings.md)
- [Distribution Settings](https://docs.foundationhub.com/docs/distribution-settings.md)
- [Transfer Settings](https://docs.foundationhub.com/docs/transfer-settings.md)
- [Fund Settings Preferences](https://docs.foundationhub.com/docs/fund-settings-preferences.md)
- [How to Access Fund Settings](https://docs.foundationhub.com/docs/how-to-access-fund-settings.md)
- [Interested Parties - Profile Account Link Preferences](https://docs.foundationhub.com/docs/profile-account-link-preferences.md)
- [Investment Options - Account Preferences](https://docs.foundationhub.com/docs/account-preferences.md)
- [Communication Preferences - Fund Paperless Statements](https://docs.foundationhub.com/docs/fund-paperless-statements.md)
- [Home Page Preferences](https://docs.foundationhub.com/docs/home-page-preferences.md)
- [Display Initiatives on Home Page](https://docs.foundationhub.com/docs/display-initiatives-on-home-page.md)
- [Display Inside Article on Home Page](https://docs.foundationhub.com/docs/display-inside-article-on-home-page.md)
- [Show Fund Allocations on Home Page](https://docs.foundationhub.com/docs/show-fund-allocations-on-home-page.md)
- [My Contacts Box](https://docs.foundationhub.com/docs/my-contacts-box.md)
- [Show Address on Contact US](https://docs.foundationhub.com/docs/show-address-on-contact-us.md)
- [Recent Activity Box](https://docs.foundationhub.com/docs/recent-activity-box.md)
- [Notification Preferences](https://docs.foundationhub.com/docs/notification-preferences.md)
- [Global Notifications](https://docs.foundationhub.com/docs/global-notifications.md)
- [Notifications: Account Change](https://docs.foundationhub.com/docs/notifications-account-change.md)
- [Notifications: Password Change](https://docs.foundationhub.com/docs/notifications-password-change.md)
- [Notifications: Profile Change](https://docs.foundationhub.com/docs/notifications-profile-change.md)
- [Notifications: Username Change](https://docs.foundationhub.com/docs/notifications-username-change.md)
- [Search Preferences](https://docs.foundationhub.com/docs/search-preferences.md)
- [Search Preferences](https://docs.foundationhub.com/docs/search-preferences-1.md)
- [Initiative Search Box](https://docs.foundationhub.com/docs/initiative-search-box.md)
- [Recent Grantees Box](https://docs.foundationhub.com/docs/recent-grantees-box.md)
- [Search GuideStar Checkbox](https://docs.foundationhub.com/docs/search-guidestar-checkbox.md)
- [User Profile Preferences](https://docs.foundationhub.com/docs/user-profile-preferences.md)
- [How to Access Profile](https://docs.foundationhub.com/docs/how-to-access-profile.md)
- [Profile Charitable Interests](https://docs.foundationhub.com/docs/profile-account-link-preferences-1.md)
- [Profile Communication Preferences](https://docs.foundationhub.com/docs/profile-communication-preferences.md)
- [View Only Preference](https://docs.foundationhub.com/docs/view-only-preference.md)
- [Other Preferences](https://docs.foundationhub.com/docs/other-preferences.md)
- [Ask for Account at Registration](https://docs.foundationhub.com/docs/ask-for-account-at-registration.md)
- [Default Report Date Range](https://docs.foundationhub.com/docs/default-report-date-range.md)
- [Closed Funds](https://docs.foundationhub.com/docs/closed-fund-preferences.md)
- [DonorSphere Site Functionality](https://docs.foundationhub.com/docs/donorsphere-site-functionality.md)
- [How to Make A Grant in DonorSphere](https://docs.foundationhub.com/docs/how-to-make-a-grant-in-donorsphere-1.md)
- [How to Make a Transfer in DonorSphere](https://docs.foundationhub.com/docs/how-to-make-a-transfer-in-donorsphere-1.md)
- [Giving Buttons](https://docs.foundationhub.com/docs/giving-buttons-2.md)
- [Table of Contents](https://docs.foundationhub.com/docs/table-of-contents-1.md)
- [Welcome to Giving Buttons](https://docs.foundationhub.com/docs/welcome-to-giving-buttons.md)
- [Giving Button Prerequisites](https://docs.foundationhub.com/docs/giving-button-prerequisites.md)
- [How to Create and Embed a new Giving Button and Giving Button Settings from FoundationHub](https://docs.foundationhub.com/docs/how-to-create-and-embed-a-new-giving-button-and-giving-button-settingsnbspfrom-foundationhub.md)
- [2a. How to Create a New Giving Button](https://docs.foundationhub.com/docs/2a-how-to-create-a-new-giving-button.md)
- [2b.How to Edit a Giving Button](https://docs.foundationhub.com/docs/2bhow-to-edit-a-giving-button.md)
- [2c. How to Embed a Giving Button](https://docs.foundationhub.com/docs/2c-how-to-embed-a-giving-button.md)
- [2c. Giving Buttons Settings](https://docs.foundationhub.com/docs/2c-giving-buttons-settings.md)
- [3. How to Create and Publish Giving Button Emails](https://docs.foundationhub.com/docs/3-how-to-create-and-publish-giving-button-emails.md)
- [4. Giving Button Reports](https://docs.foundationhub.com/docs/4-giving-button-reports.md)
- [4a. Giving Button Reports in FoundationHub](https://docs.foundationhub.com/docs/4a-giving-button-reports-in-foundationhub.md)
- [4b. Giving Button Reports in DonorSphere](https://docs.foundationhub.com/docs/4b-giving-button-reports-in-donorsphere.md)
- [5.  Giving Buttons in DonorSphere](https://docs.foundationhub.com/docs/5-giving-buttons-in-donorsphere.md)
- [5a. How a Donor can Create a New Giving Button](https://docs.foundationhub.com/docs/5a-how-a-donor-can-create-a-new-giving-button.md)
- [5b. How to Edit an existing Giving Button as a Donor](https://docs.foundationhub.com/docs/5b-how-to-edit-an-existing-giving-button-as-a-donor.md)
- [5c. How to Share a Giving Button as a Donor](https://docs.foundationhub.com/docs/5c-how-to-share-a-giving-button-as-a-donor.md)
- [6. The Process of a Giving Button Contribution from a Registered or Unregistered DonorSphere User.](https://docs.foundationhub.com/docs/6-the-process-of-a-giving-button-contribution-from-a-registered-or-unregistered-donorsphere-user.md)
- [6a.  The Process of Giving to a Giving Button – Contribution from a Registered User](https://docs.foundationhub.com/docs/6a-the-process-of-giving-to-a-giving-button-contribution-from-a-registered-user.md)
- [6b. The Process of a Giving Button - Contribution from an Unregistered User](https://docs.foundationhub.com/docs/6b-the-process-of-a-giving-button-contribution-from-an-unregistered-user.md)
- [New Users Opening a New Fund/Account](https://docs.foundationhub.com/docs/registering-opening-a-new-fund-account.md)
- [Existing Users Opening a New Fund/Account](https://docs.foundationhub.com/docs/existing-users-opening-a-new-fund-account.md)
- [Approving a New Fund/Account Application in FoundationHub](https://docs.foundationhub.com/docs/new-fund-account-application-approval-in-foundationhub.md)
- [Configurations - Opening a New Fund/Account](https://docs.foundationhub.com/docs/configurations-opening-a-new-fund-account.md)