Create a Company Rule

At the company level, you can create rules for the company funding sheet. You can create rules that help you manage you manage each fund, or the total of all funds.

To create a company level rule:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Company Workspace, and then select Rules.
  3. Select New. The Create a new rule window opens.
  4. Select the Control Source: Company Fund.
  5. Select the Rule Level: Per Fund or Per Total of all funds.
  6. Select OK. The Edit Rule window opens.
  7. Complete the Edit Rule window as described in Create a Rule Template, and select OK.

Last Published Monday, October 13, 2025