• Click Records, Funds
       
    • Open the fund to delete
       
    • Select File, Delete from the menu bar

      Note: If the fund has been used, you will not be able to delete it until it is no longer on any records.

      If you post to the general ledger and the fund has been used, consider inactivating the fund instead. Otherwise, if the fund is on a posted gift, each gift must be deleted and the re-entered. If the accounting program has hard closed the accounting period during which the gift was originally posted, these deletions may not appear in the accounting program. Be sure to contact your accounting department prior to completing these steps.
       


      Remove the fund from each of the following records:

    • Gifts, adjustments, and the back end General Ledger post file