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Step 4: Configure Fund Types and Settings — LocalGov IMS Walkthrough

Explore fund management, payment methods, and system configuration

Walkthrough progress

Step 4 of 5 • 4 minutes

Step 4 4 minutes

Configure Fund Types and Settings

Explore the system settings — fund types, payment method codes, import rules, and GOV.UK Pay integration configuration.

The Funds page shows all configured fund types — Council Tax, Parking Fines, Business Rates, Housing Rents, and more. Each fund can have its own GOV.UK Pay API key.
The Settings page provides access to all system configuration — fund management, payment method codes, import rules, roles, and GOV.UK Pay integration settings.

Expected outcome

  • You can see all 19 configured fund types (Council Tax, Parking Fines, Business Rates, etc.)
  • You understand how MOP codes map to payment methods
  • You've seen the GOV.UK Pay integration settings

Explore fund types

  1. Click Settings in the sidebar, then click Funds.
  2. You'll see 19 pre-configured fund types, including:
    • Council Tax, Business Rates, Housing Rents
    • Parking Fines, Fixed Penalty Notices
    • Building Control, Development Control
    • Library Charges, Market Stall Rental
    • HMO Premises Licence, Landlord Accreditation
  3. Click View on any fund to see its metadata — including the GOV.UK Pay API key configured for payment processing.

Review system settings

  1. Go back to Settings to see all 15 configuration areas:
    • MOP codes — payment methods (Cash, Card, Transfer, etc.)
    • Payment integrations — GOV.UK Pay connection settings
    • Roles — permission definitions for user access
    • Import types — bank file import configurations
    • VAT codes — tax rate mappings
  2. Click Payment integrations to see the GOV.UK Pay integration endpoint configured with your CloudFront URL.
Real-world context: Each council customises these settings for their specific income streams. Some councils manage 50+ fund types across multiple departments.

Need help?

If you're stuck, check the troubleshooting section or contact us.