Edit funds
Descubra cómo editar fondos, incluidos el Nombre del Fondo, el Código del Fondo y el Importe Presupuestado, en WorldShare Acquisitions.
Edit existing funds
You can edit the Fund Name, Fund Code, and Budgeted Amount at any time. The total budgeted amount will appear at the top of the screen, so that you can easily experiment with different Budgeted Amounts for each fund and view the results.
- To edit a fund, click the ellipses button () in the action column.
- Select Edit from the drop-down list.
- Edit the fund fields.
- Fund Name - The name of the fund.
- Fund Code - Unique ID used to interoperate with other systems.
- Fund Status - The status of the fund. The following options are available:
- - Enabled (default)
- - Desactivado para nuevas transacciones
- - Disabled for All Uses
- Budgeted - The amount of the fund.
- Click Save.