Note: This cannot be made as a temporary change. If the requirement to balance by Project is removed, making it required again will overwrite ALL existing transactions in the database with the default project value. See How to update Fund Transaction Requirements for more information.
Note: Before you proceed with the following instructions, back up the database. This change cannot be undone without overwriting ALL historical data with the default transaction. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.
- In Configuration, click Funds.
- Open the appropriate fund.
- On the Transaction Requirements tab, unmark the 'Require to Balance' checkbox for Projects.
- Save and Close the fund.