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Move Fund Entries

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

You can move every occurrence of the activity you specify, for the date you specify, to the correct activity, date, or batch.

  1. On the Information tab, click Tuition & Fees > Processes > Move Fund Entries.
  2. Under Move Fund Entries From (left column of options), select the fund, date, activity, and batch number of the data that was entered incorrectly.
    Note: If you select Any <Category>, all entries for the category are included in the selection list.
  3. Under Move Fund Entries To (right column of options), make your changes to the fund, date, activity, and/or batch number fields. Select Keep Same to leave the selection as is, or enter a value to make a change.
  4. Click Next.
  5. Review your list. When you're ready to process the selected records, click Next.
  6. To move the entries, click Finish.