move_money_from_a_fund_to_a_funding_source
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Moving Money from a Fund back to a Funding Source
- 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.
- Click on the blue Name link for the fund you want to take money from.
- Click on the Create Allocation button.
- From the Funding Source dropdown select the funding source you want to return money to.
- In the Amount box enter the negative amount of money you want to return to the funding source. For example -500.00.
- Add a note in the Note box (optional).
- Click Save.
move_money_from_a_fund_to_a_funding_source.1722532071.txt.gz · Last modified: 2024/08/01 11:07 by cmorgan