Is it possible to change a grant and gift into an Interfund transfer?
  • 01 Jun 2023
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Is it possible to change a grant and gift into an Interfund transfer?

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Article summary

I have a posted grant and gift that should have been an Interfund transfer.  Is there any way to change them to an Interfund?

Answer:
Once the grant and gift have been posted, they can not be changed to an Interfund.  If the application and gift have been entered, but not posted, they can be linked via the Interfund Link tool.

If the grant and gift have been posted, it will be necessary to cancel the grant and reverse the gift, then create an Interfund transaction.

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