To change the fund on a grant record, the grant must be unposted and unapproved.
Check the donation for a per donation admin fee. If a donation has an admin fee you cannot use the Change Fund function. You will have to unpost the donation, edit the donation, and then post donation again. This could mean a deposit will need to be unposted/deleted.
Change Fund on Grant Record
- Navigate to the grant record.
- Click Change Fund in the left-side menu.
- Enter the new Fund name and click Save.
