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
   
   
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.
   
5. Attempting to delete a fund that is affiliated with a batch and/or a batch posting will result in the following error.
   • 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.