Archiving funds
If you no longer need to use a fund, but plan to use it in the future, you can archive it. Archiving a fund removes it as an option for entries in a resource's cost history, but does not delete it from your Resources module. Then, when you want to use the fund again, you can un-archive it. If you want to remove a fund entirely from your Resources module, consider deleting it (for more information, see Removing Funds).
To archive a fund
- From Admin page, select the Funds tab.
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Select the Archive checkbox for the fund you want to archive.
Note: The Archive checkbox is located to the right of the delete icon (
).
- When prompted, click Ok to archive the fund. If you do not want to archive the fund, click Cancel.
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