DM Funds - Funds: How to delete a fund

How to delete a fund

Navigate to the Funds page.

  1. Using the Navigator Bar, select Funds.
    -or-
  2. Using the Funds Card, select Go to Funds
    Funds-Card_or_Navigate-to-Funds-Smaller.png
  3. Find and select the fund. See How to search for a fund.
  4. Click the delete action button in the upper right corner, then click Yes in the confirmation pop-up screen.
    IZZY_Funds_How-to-delete-a-fund.png
  5. Attempting to delete a fund that is affiliated with a batch and/or a batch posting will result in the following error.Izzy_Funds_Delete_Error-Message.png
    • If the batch is still open, you may edit the posting(s) and change the fund.
    • If the batch is still open, you must edit the batch and change the fund.
    • Once there are no batches or postings tied to the fund, you may delete it.
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