Edit a Fund

Edit a Fund
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While you are able to edit your fund’s name, owner, and code you are unable to edit the balance of your fund. A fund’s balance can be adjusted by allocating monies to the fund or transferring monies to another fund.

Select Administration → Acquisitions Administration → Funds.
Double-click on the row you would like to edit. A pop-up box will appear in which you can edit the fields.
Make your changes and click Save.

Note

Do Not edit the currency of an active in-use fund.