Removing an active investment (Position) in a Project requires three steps.

First, navigate to the Position by selecting the Project, Positions tab, and clicking on the Account.

Second, remove any previous Transactions by clicking on the row and selecting 'Delete'. (note: Distributions cannot be deleted from this screen - please update the Distributions tab accordingly).

Finally, select the ellipsis (three dots) beside the account note (reload the page if not displayed) and select 'Delete'.

Potential scenarios where you may want to remove a position:

  • Delete a commitment that has funds marked as received incorrectly.

  • Fix discrepancies in the date or amount.

  • Change the class that an investment was recorded in.

  • etc...

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