Unable to change secondary balancing level field in Chart of Account Segments - Fund must be deleted first

• User set up fund without secondary balancing level defined
• Field can no longer be modified after adding fund
• No accounts or transactions are tied to newly created fund
• The secondary balancing level in General Ledger settings is set to Defined By Fund
• User is expecting to be able to define the secondary balancing level field

Chart of Account Segments

• Secondary balancing cannot be modified through update once fund is created
• Fund must be deleted first

Since there are no accounts created for the new fund, delete the fund record from Chart of Account Segments and then re-add it using the correct secondary balancing level:

• Search for the newly created fund
• Click Delete in the ribbon, and then click Yes, Delete in the popup box

Now, use the Add function to recreate the Fund with secondary balancing segment