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Delete a fund, and comment on a fund - Product News

Delete a fund from its record after a confirmation that names what goes with it, and leave internal comments on a fund.

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ForAdministrators

What's new

  • Delete a fund. A fund's record has a Delete button beside Edit for administrators who can change funds. The confirmation names the fund and what is deleted with it (its allocations, annual sheets, distribution rules, donors, donor reports and their schedules, valuations and ledger entries) and says its child funds are kept. A fund that payments are made from can't be deleted: the confirmation says so and stays open. See A fund's record and its child funds.
  • Internal Comments on a fund. Under a fund's tabs is an Internal Comments section, marked Admin only. Mention another administrator or create a task from a comment, as on an application or a payment batch. See Internal comments.