MDF Settings Reference
Every module-wide setting, what it defaults to, and what changes for your partners when you alter it. All are on the Settings tab and are administrator-only.
Claims
| Setting | Default | Notes |
|---|
| Allowed claims per activity | Multiple | Multiple lets a partner claim in instalments as costs arrive. Just One expects a single consolidated claim. |
| Claim deadline (days) | 90 | Days after an activity ends that claims stay open. Cannot be negative. Programs and allocations can override it, and an individual activity can too. |
| Allow request attachments | On | Whether partners can attach files to a fund request. |
| Allow activity attachments | On | Whether partners can attach files to an individual activity. |
Approvals
| Setting | Default | Notes |
|---|
| Auto-approve threshold | 2,500 | Requests at or below this skip every approval step. Set to 0 to require approval for everything. Programs can override it. |
| Approval chain | - | The steps, conditions, approvers, decision policy, service levels and escalation. Up to 20 steps. See Approval Rules. |
Notifications
| Setting | Default |
|---|
| Request submitted / decided / rejected / declined | On |
| Activity decided | On |
| Claim submitted / reimbursed / window closing | On |
| Low unused balance | Off |
| Expiry notification days | 14 - minimum 1 |
| Low-balance threshold | 20% - must be between 0 and 100 |
Low unused balance is the only notification off by default. See Notifications and Background Jobs.
Terms and Conditions
An organization-wide terms text, and the agreement line partners see when submitting. Individual programs can override the terms with their own; a program shows whether it is inheriting the organization default or overriding it, and can be reverted to the default at any time.
Multi-Currency
Each fund program holds its budget in its own currency, set on the program. Allocations, requests, claims and the ledger all follow the program's currency, so a single program is internally consistent.
Comparing across programs in different currencies needs care. Before reading a total that spans programs, be clear whether the figure is converted or simply summed. Conversion depends on your portal's multi-currency configuration - see Configuring Multi-Currency.
What Lives on the Program, Not Here
Fiscal year, budget window, currency, funding model, eligible activity types, terms and claim deadline are all properties of an individual fund program, set on the program itself on the Programs & Allocations tab. The values here are organization-wide defaults for programs that do not override them.
Saving
Save Settings becomes available only once something has changed, and Cancel discards your changes and restores the saved values. Navigating away without saving discards changes without warning.
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