Skip to main content
How to Remove a Position

Deleting a position to correct the investment date or amount, undo a commitment with funds received, etc.

Jay Krause avatar
Written by Jay Krause
Updated over 2 years ago

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

1. Navigate to the Position by selecting the Project, Positions tab, and clicking on the Account.

2. 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).

3. Select the ellipsis (three dots) beside the account name (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...

Did this answer your question?