How to Delete A Fund

How to Delete a Fund

Introduction

You can not delete a client for which a job already exists in any of the job lists (Audit Job Queue, My Audit Job, Completed Jobs, Deleted Jobs).

How to Delete a Fund

To delete a client, follow the given process.

Step 1:- Click on Audit > Manage Funds and then on the Delete icon.


audit-manage-funds-delete

Step 2:- Click OK from the confirmation pop-up text box to proceed forward.

action-confirmation-pop-up

Step 4:- If the fund has no open job, you’ll receive a confirmation message stating Fund Deleted Successfully in green color.

fund-deleted-successfully

Notes
Note:- If you could not delete the fund then a supporting informative text will appear in the right bottom corner in red color.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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