This article provides steps to Archive an Internal Only Fund.
An Internal Only Fund can be archived. Also, an Internal Only Fund that has contributions can be removed from the list of funds by archiving. Archiving a fund will remove it from the list of funds your parishioners will see and cancel any active gifts.
- From Giving go to Funds.
- Select the specific Internal Only Fund to be Archived.
- Click on the ellipses (3 vertical dots).
- Select Archive from the menu.
- Type “Archive” to confirm the action.
Note* Archived Funds will appear below Active Funds on the Funds screen.
Check this out for more information on Internal Only Funds, Setting Up a New Internal Only Fund, or on how to Delete an Internal Only Fund. And, check this out for links to more information about Funds.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.