Select the FUND DETAILS button on the Fund Setup Button Menu.
Mclowd™ displays the Fund Details screen.
Some details will have been entered here through the Sign up process.
You can make changes now if required.
Scroll down to enter auditor information.
When you begin typing, Mclowd™ drops down a selection list. Choose your Fund Auditor from the list.
At the bottom of the form, Mclowd™ requests Annual Return Financial Institution Details.
You cannot complete this until you have set up bank accounts. Leave this section blank for now.
Mclowd™ displays a message reporting errors or telling you the fund was successfully updated. If there are errors, fix them now and save again.
When the Success message is displayed, click BACK TO FUND SETUP at lower right to return to the menu.
