IO Funds - Delete: How to delete a fund

How to delete a fund

  • A fund may not be deleted if there are contributions or batches that have used the fund.
  • The alternative to deleting a fund is to either make the fund inactive or to add a fund end date.
    • If a fund is given an end date, the fund will still show on lists. This is normally used for funds that have a specific date range such as a building campaign.
    • If a fund is made inactive, it will not show up on lists. This is commonly used for funds that you want to make active for a short time each year such as Easter.

 

  1. Go to the Funds page.
    • Using the Navigator Bar, select Funds.
      -or-
    • Using the Funds Card, select Go to Funds.
      Funds_Screen_Nav.png
  2. Search for the fund.
  3. Click on the Fund Name link.
    Funds_Page_to_Funds_Details_page.png
  4. Click the delete button in the upper right of the page.
    Delete_Fund.png
  5. If there is an error message, click the (i) to find out what the conflict is.
    delete_Fund_Error_Message.png
    • If there are existing records that use the fund, you may either make the fund inactive or end date the fund.
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