Page tree

Use this process to correct any errors made during quick postings of financial information. You can move every occurrence of the activity you specify, for the data you specify, to the correct activity and date.

In the navigation pane, click Processes > Move Fund Entries.

 To move fund entries

This process alters data. We recommend backing up your data before proceeding.

  1. Select the fund, date, activity, and batch number of the data that was entered incorrectly.

    Useful Information

    If you select Any <Category>, all entries for the category are included in the selection list.

  2. Make your changes to the fund, date, and/or activity fields. Select Keep Same to leave the selection as is, or enter a value to make a change.
  3. Click Next.
  4. Review your list. When you're ready to process the selected records, click Next.
  5. To move the entries, click Finish.

Related Topics