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Transfer Groups and Activities to Another Fund

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

You can transfer groups and/or activities from one fund to another.

  1. On the Administration tab, click Fund Setup > 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. Click Transfer/OK.