Page tree

You can transfer groups and/or activities from one fund to another by navigating to Administration > Fund Setup.

 To transfer to another fund

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

  1. In the navigation pane, click Fund Activities.
  2. Locate the appropriate fund.
  3. Click Transfer to Another Fund.
  4. Select the groups or activities you want to transfer.
  5. Select the fund to transfer the items to.
  6. When you're ready to transfer, click Transfer/OK.



Related Topics