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marking_a_fund_inactive

Marking a Fund Inactive

When a fund is inactive it does not appear in your fund dropdowns. It does, however, continue to display in the fund grid.

When a fund is propagated and rolled over at fiscal close, the previous years fund is automatically marked inactive.

To manually make a fund inactive:

  1. Open the fund record for editing.
  2. Uncheck the Active box. Active Checkbox
  3. Click Save.
marking_a_fund_inactive.txt · Last modified: 2024/08/01 13:07 by cmorgan

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