How to Edit a Fund's Details

Use this procedure to change the details for a fund, including the fund number, fund description, and the start and end dates.

To edit a fund, you must be an organization administrator with View plus Add/Edit access rights assigned to your login credentials.

  1. If you manage several organizations, select the desired organization from the Organization list.
  2. Click to display the Fund Management page.
  3. Click to the left of the fund that you want to edit.

Detailed information for the fund is displayed. The name of the fund is displayed in the bar at the top of the window. For example:

The information is read-only. See Fund Details for descriptions of the fields.

  1. To edit the information, click to open the Edit window for the fund.

For example:

  1. Change the details of the fund as necessary. See Fund Details for descriptions of the fields.
  1. Click to save the changes.
  2. Click to exit.

You return to the Fund Management page.

 

Related Topics

About the Fund Management Page

About Fund Permissions

How to Assign Fund Permissions to Your Staff

 

 

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