You may have a fund that was added unintentionally or was not actually needed. For that reason, we have given you the ability to delete a fund. Funds cannot be deleted once a payment has been made or a recurring schedule has been set up.
To delete a fund:
- Click Funds.
- Click Funds summary.
- Click the name of the fund you would like to delete.
- Click Close fund.
If a fund has active recurring payment schedules, you will not be able to close or delete the fund.
- Click Delete fund.
Remember, you will be unable to delete a fund after it has been used.