# Review fund coding on transactions

Choose a fund, program, grant, restriction, net asset class, and function on a Nonprofit journal.

Canonical: https://demo.qixcount.com/help/nonprofit/fund-coding-on-transactions

Who can do this: Owners; journal access needs *View journal entries* plus the permission for each create, edit or post action

Where: Books, then Journal entries

You'll need: Advanced accounting turned on in Features

Nonprofit transactions carry financial coding alongside their accounts and amounts.

## Code a journal draft

1. Under **Books**, open **Journal entries**.
2. Select **New Entry**. On an empty list, the action is **Create Entry**.
3. Enter **Date**, an optional **Reference**, and **Description**.
4. Choose the **Account** and debit or credit amount for each line.
5. Review each line's **Financial coding** using the fields below.
6. Select **Save as Draft**. You return to the journal list.

![Journal lines with Nonprofit Financial coding fields](https://demo.qixcount.com/images/help/nonprofit-coding.webp)

| Field | How QixCount uses it |
| --- | --- |
| Fund | Defaults to Operating when omitted; must be active for ordinary new coding |
| Program | Optional activity identifier |
| Grant | Optional grant identifier; its workflow can impose extra posting checks |
| Restriction | Optional donor restriction identifier |
| Net asset class | For revenue, equity, and expense accounts, uses a reviewed default when available; otherwise defaults to without donor restrictions |
| Function | Required by QixCount for expense posting; can come from the reviewed expense-account default |

In QixCount, expense lines use the class without donor restrictions. All selected records must belong to the business and be active for ordinary posting. A label showing an archived item is a reminder to reactivate it, not permission to post with it.

If saving fails, review and re-enter the lines before retrying. The creation form rebuilds two blank lines after a validation error. To change a saved draft, open it, select **Edit**, update its lines, and select **Save Changes**.

## Before posting

The journal needs at least two submitted lines and must balance overall before saving; each line can have a debit or a credit, never both. It must also balance by fund before posting. Use [interfund offsets](https://demo.qixcount.com/help/nonprofit/interfund-offsets) when an ordinary draft balances overall but not by fund.

Posting requires approved mappings, an active Operating fund, and an accessible active or trial Nonprofit subscription. Fiscal-period status and backdating settings are checked again when posting. Posted journal lines cannot be edited.

Next, [review a fund trial balance](https://demo.qixcount.com/help/nonprofit/fund-trial-balance).

## Good to know

Review each line, including cash and control-account lines.

You need **View journal entries** permission to follow the list and detail screens, **Create journal entries** permission to add a draft, **Edit draft entries** permission to change it, and **Post journal entries** permission to post it. If the sidebar link is hidden, someone with **Manage business settings, roles & permissions** permission can enable **Advanced accounting** under **Settings**, **Features**.