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).

To delete a client, follow the given process.

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




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



Step 4:- If the fund has no open job, you’ll receive a confirmation message stating Fund Deleted Successfully in green color.
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Note:- If you could not delete the fund then a supporting informative text will appear in the right bottom corner in red color.
For further information or assistance, please contact at support@cloudoffis.com.au

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