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Restricted Donor Fund
Posted: Fri May 22, 2015 11:14 am
by kilpatrick
v11.5
When you are finished with a Restrictive Donor Fund, how do you delete it? Also, can you re-use the same equity account number for another fund?
Tina
Kilpatrick Church
Re: Restricted Donor Fund
Posted: Fri May 22, 2015 2:10 pm
by NeilZ
kilpatrick wrote:v11.5
When you are finished with a Restrictive Donor Fund, how do you delete it? Also, can you re-use the same equity account number for another fund?
Tina
Kilpatrick Church
Since its been used in the system, you won't be able to delete it until you delete the transactions in which is was used. You can set it to inactive so it won't show up in future reports. I wouldn't do that until after the end of the fiscal year in which it was last used, as it would still be needed in reports.
As far as the equity account, again, data is stored in that account for the years it was active, so reusing it may not be a good idea.