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.

Caution

If you load vendor records make sure you let your vendors know about any changes you make to fund codes that are used in their templates. If the fund code doesn’t match between Evergreen and the $f in the templates your MARC records will not load.