How to delete an existing Fund with posted transactions

• Fund was created incorrectly

• Fund number needs to be reused

• Fund created is not needed

• Fund was created with incorrect Fund number

• I need reuse and existing fund number

• Chart of Account Segments

• Fund

• Fund attributes

Fund was created incorrectly

The fund is older and the fund number needs to be reused

MUNIS does not have functionality that will allow an existing Fund with posted transactions to be deleted.

Options at this time:

1. Create a new fund (with a different Fund number) and use journals to move the transactions from the wrong fund to the correct fund and then close the accounts with the incorrect Fund number.

2. The Org Codes can be altered however this would require multiple steps for every existing Org Code in the Fund. Once all the Org codes are changed then a new fund can be entered using the original Fund number.

• • Org Code Created with the Wrong Fund - Accounts Tied to Org Have Transactions Posted

       3. Contact Professional Services for assistance. This typically results in a fee and can take 3-6 months or more to schedule the updates.

• Log in at http://support.munis.com.

• Next go to Tyler Community and click on the link "Submit a request for quote or product suggestion" located on the right hand middle side of the page under Customer Tools.

• Once on the Munis Enhancement Request. Select the option: Submit A Request For Development Quote Online.

• Next the Enhancement form will be presented where you can enter your request.