Delete a Fund or Subfund

Note:
To delete a fund or subfund, you need the permission Funds: Delete.

You can delete only funds or subfunds that have no financial transaction history. For example, the fund or subfund must have no:

To delete a fund or subfund

  1. Go to the Fund workform.

  2. Select Actions > Delete.

    Fund workform, Delete option

    The Delete Fund dialog opens.

  3. Select Continue.

    Leap deletes the fund and returns you to the Fiscal Year workform.