Editing Gift -Fund ID
I have already committed a gift and i want to change the fund ID that it is currently under. I have tried going to records > gifts and editing from here Fund is grayed out. Fund needs to be changed to Workplace.
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@Vanessa Rodriguez If info is grayed out, you either don't have rights to change or the gift has been marked as posted. To change the fund you will need to go a gift adjustment.
On the Gift record, to Gift and choose Adjust in the drop down. On these windows you can change the campaign, fund and/or appeal. You will want to visit with your finance office regarding the posting details. Some use the day you make the adjustment, others want the original gift date and if not integrated you may be told to mark it as posted yourself.
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