How to delete a fund
Navigate to the Funds page.
- Using the Navigator Bar, select Funds.
- Using the Funds Card, select Go to Funds
- Find and select the fund. See How to search for a fund.
- Click the delete action button in the upper right corner, then click Yes in the confirmation pop-up screen.
- 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.