Interfund Grant (`akoya_interfundgrants`)¶

An Interfund Grant is an internal transfer of value between two funds. Unlike regular gifts and grants (which involve an external donor or grantee), interfund grants move money within the foundation — one fund gives, another fund receives. The record captures both sides of the double-entry: the gift side (source fund + GL account) and the grant side (destination fund + GL account).

At a glance


Display name	Interfund Grant
Logical name	`akoya_interfundgrants`
Primary ID attribute	`akoya_interfundgrantsid`
Primary name attribute	`akoya_interfundno`
Entity set name (Web API)	`akoya_interfundgrantses`
Ownership	UserOwned
Change tracking	Enabled
Audit	Enabled

Entity set name

Entity set is akoya_interfundgrantses (already plural logical name → "es" suffix). Verify against the live Web API.

Web API¶

GET  {org}/api/data/v9.2/akoya_interfundgrantses
GET  {org}/api/data/v9.2/akoya_interfundgrantses({interfundid})
POST {org}/api/data/v9.2/akoya_interfundgrantses
PATCH {org}/api/data/v9.2/akoya_interfundgrantses({interfundid})

Attributes¶

Core¶

Display name	Logical name	Type	Required	Description
Interfund No	`akoya_interfundno`	String	None	Auto-numbered (`{SEQNUM:7}`). Primary name. Read-only in UI.
Amount	`akoya_amount`	Money	ApplicationRequired	Transfer amount.
Amount Sent To Accounting	`akoya_amountsenttoaccounting`	Money	None	Amount actually routed to GL (may differ from `akoya_amount` for partial posts / reversals).
Interfund Date	`akoya_interfunddate`	DateTime	None	Transaction date.
Posting Date	`akoya_postingdate`	DateTime	None	GL posting date.
Reverse Date	`akoya_reversedate`	DateTime	None	Date the transfer was reversed (if applicable).
Interfund Grants Source	`akoya_interfundgrantssource`	Choice	None	See values.

Lookups — gift side (source)¶

Logical name	Target	Purpose
`akoya_donor`	`akoya_donor`	Required. Donor (source of interfund gift).
`akoya_giftfund`	`akoya_fund`	Required. Source fund.
`akoya_giftaccount`	`akoya_account`	Required. Source GL account.

Lookups — grant side (destination)¶

Logical name	Target	Purpose
`akoya_grantfund`	`akoya_fund`	Required. Destination fund.
`akoya_grantaccount`	`akoya_account`	Required. Destination GL account.
`akoya_grantee`	(grantee)	Beneficiary of the transfer.
`akoya_payor`	(payor)	Payor (denormalized).
`akoya_program`	`akoya_program`	Program classification.

Logical name	Target	Purpose
`akoya_folio`	`akoya_folio`	Investment folio reference.
`akoya_interfundgift`	`akoya_gift`	Linked gift record.
`akoya_interfundrequest`	`akoya_request`	Source grant request (if this interfund serves a request).
`akoya_interfundrequestpayment`	`akoya_requestpayment`	Source payment record.
`akoya_recreatedinterfund`	`akoya_interfundgrants` (self)	Points to the prior reversed record that this one recreates.

Choice values¶

`akoya_interfundgrantssource` values¶

Label	Value
CRM User	100000000
GOfund	100000001

Supported messages¶

Message	Supported
Create	✓
Retrieve	✓
RetrieveMultiple	✓
Update	✓
Delete	✓
Upsert	— (no alternate keys; use GET then PATCH)

Examples¶

Conventions

Examples assume ORG (env URL), access_token (valid bearer), headers (standard Dataverse headers dict), and service (a ServiceClient instance). See Authentication.

Recent interfund transfers¶

Web APIcurlPythonC#

GET {org}/api/data/v9.2/akoya_interfundgrantses?
  $select=akoya_interfundno,akoya_amount,akoya_interfunddate,akoya_postingdate&
  $filter=statecode eq 0 and akoya_postingdate ge 2026-01-01&
  $expand=akoya_GiftFund($select=akoya_fundname),akoya_GrantFund($select=akoya_fundname)&
  $orderby=akoya_postingdate desc
Accept: application/json
OData-Version: 4.0
OData-MaxVersion: 4.0

curl "https://{org}.crm.dynamics.com/api/data/v9.2/akoya_interfundgrantses?\$select=akoya_interfundno,akoya_amount,akoya_interfunddate,akoya_postingdate&\$filter=statecode%20eq%200%20and%20akoya_postingdate%20ge%202026-01-01&\$expand=akoya_GiftFund(\$select=akoya_fundname),akoya_GrantFund(\$select=akoya_fundname)&\$orderby=akoya_postingdate%20desc" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Accept: application/json" \
  -H "OData-Version: 4.0" \
  -H "OData-MaxVersion: 4.0"

r = requests.get(
    f"{ORG}/api/data/v9.2/akoya_interfundgrantses",
    params={
        "$select": "akoya_interfundno,akoya_amount,akoya_interfunddate,akoya_postingdate",
        "$filter": "statecode eq 0 and akoya_postingdate ge 2026-01-01",
        "$expand": "akoya_GiftFund($select=akoya_fundname),akoya_GrantFund($select=akoya_fundname)",
        "$orderby": "akoya_postingdate desc",
    },
    headers=headers,
)
transfers = r.json()["value"]

var query = new QueryExpression("akoya_interfundgrants") {
    ColumnSet = new ColumnSet("akoya_interfundno", "akoya_amount", "akoya_interfunddate", "akoya_postingdate"),
    Criteria = {
        Conditions = {
            new ConditionExpression("statecode", ConditionOperator.Equal, 0),
            new ConditionExpression("akoya_postingdate", ConditionOperator.GreaterEqual, new DateTime(2026, 1, 1))
        }
    },
    Orders = { new OrderExpression("akoya_postingdate", OrderType.Descending) }
};
var transfers = service.RetrieveMultiple(query);

Change history¶

Schema extracted from the Akoyanet solution XML on 2026-04-24.

Interfund Grant (akoya_interfundgrants)¶