Edit a Fund

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.

  1. Select AdministrationAcquisitions AdministrationFunds.
  2. Double-click on the row you would like to edit. A pop-up box will appear in which you can edit the fields.
  3. Make your changes and click Save.


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

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