There are three primary fields in akoyaGO that are related to grant anonymity. This Knowledge Article will walk you through the different out-of-the-box akoyaGO anonymous fields, how they work within the system, and how they impact the information printed on a check.
Fund Anonymity
If a Fund is marked Anonymous, any Request Payments from this fund will default to Anonymous = Yes. This causes the Fund Name column on the check stub printed through Business Central to say “Anonymous.”
Example of a Fund marked Anonymous:
Payment from this Fund:
The Fund Acknowledgment Name on the Payment also sets as Anonymous if the Fund is anonymous.
Request Anonymity
Anonymity can also be designated at a Request level.
If a GOfund user requests their grant recommendation is distributed anonymously, or if “Anonymous” is selected on the Request Quick Create, then related Request Payments will also default to Anonymous = Yes. This causes the Fund Name column on the check stub that is printed through Business Central to say “Anonymous.”
Fund Acknowledgment Name on the Payment is also set as Anonymous if the Fund is anonymous.
Payment Anonymity
The Anonymous field at the Payment level determines whether the Fund Name will be printed on the check stub. As mentioned above, a Payment will automatically be marked Anonymous if a Request is marked Anonymous or a Fund is marked Anonymous. If you are marking a Payment as Anonymous, you should also consider the data in the Posting Description (Memo) field to ensure the Fund Name was not included in the Request title upon approval.
Overview and Example
The Description is based on the Posting Description (Memo) field on the Request Payment. If the Request was created via the Quick Create form, a Fund was designated on the Quick Create Form, and no title was assigned, this will include the Fund name. You can adjust the Posting Description (Memo) as needed before sending the payment to accounting.
