How to Delete a Fund


  1. Click to display the Funds page.

This page lists all of the funds you created.

  1. To delete a fund, complete the following:

  1. Select the checkbox next to each fund you want to delete.

  1. In the toolbar, click .

This button is available only if have View + Delete permissions tied to your login credentials.

The system prompts you to confirm the deletion.

If a fund is currently associated with an invoice item, the system will delete the fund but you must then associate the deleted fund's invoice items with another fund.

You cannot re-use the fund number assigned to a deleted fund.

  1. Click to proceed.

A message is displayed confirming the deletion.

  1. Click to dismiss the message.

You return to the Funds page. The selected fund no longer appears in the list.

 

Related Topics

About the Funds Page

 

 

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