move_money_from_a_fund_to_a_funding_source
Moving Money from a Fund back to a Funding Source
1. Navigate to Fund Administration by clicking on the Acquisitions menu and selecting Fund Administration or by clicking on the Administration menu ⇒ Acquisitions Administration ⇒ Fund Administration.
2. Click on the blue Name link for the fund you want to take money from.
3. Click on the Create Allocation button.
4. From the Funding Source dropdown select the funding source you want to return money to.
5. In the Amount box enter the negative amount of money you want to return to the funding source. For example -500.00.
6. Add a note in the Note box (optional).
7. Click Save.
move_money_from_a_fund_to_a_funding_source.txt · Last modified: 2024/08/21 14:08 by cmorgan