> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/index-4/reverse-reserved-funds.md).
# Reverse Reserved Funds
As a project progresses, funding requirements can change. You may reserve more funds than the project ultimately needs, or a cost may be reduced, cancelled, or no longer require the reserved amount.
BuilderTek allows you to reverse reserved funds and return them to an available balance. There are two ways to release reserved funds:
1. **Project-Level Release** – Release remaining reserved funds directly from the Project Funding screen. These funds are returned to the original Funding Transaction.
2. **Cost-Level Release** – Release funds from an individual Expense, Payable Invoice, or other cost record. These funds are returned to the Project's available funding, rather than directly to the source fund.
> NOTE: Depending on your BuilderTek configuration, you may be able to release funds only from cost modules. When there is no reserved fund is available in the Project, the "Reverse Fund" option is also not available.
***
## Release Funds from the Project
Use the Project Funding screen when you want to release remaining reserved funds that are no longer required for the project.
{% stepper %}
{% step %}
### Open the Project Funding Screen
Open the project where the funds have been reserved.
Navigate to the Funding screen from the Project Dashboard.
{% endstep %}
{% step %}
### Select Reverse Funds
Locate the "Reverse Funds" option on the Funding screen.
With this option, you can release all remaining, unused funds.
Or you can release to individual funds by clicking the curved arrow-like sign highlighted in the picture to release the remaining amount from the selected fund.
Click "Release All."
A new window will open showing the funds currently available to be released from the project. Click on Release All. The whole amount visible on the screen will be released back to the original funds.
{% endstep %}
{% step %}
### Or Release From Selected Fund
Click the curved arrow button next to the fund.
A new window will pop up.
It will show the amount available to be released and the fund details.
{% endstep %}
{% step %}
### Release the Funds
Click "Release Fund."
The selected reserved amount will be released from the project and returned directly to the original Funding Transaction.
The available balance of the source fund will be updated accordingly.
{% endstep %}
{% endstepper %}
### Where Can You See the Released Amount?
The release activity is recorded in the Activity tab of the Funding Transaction.
Released funds are displayed in green, making them easy to identify within the fund's activity history.
This provides a clear record showing when funds were released from a project and returned to the source Funding Transaction.
***
## Release Funds from a Cost Record
You can also release reserved funds directly from individual cost records, such as Expenses and Payable Invoices.
This approach is useful when a specific cost no longer requires the full amount that was originally reserved.
{% stepper %}
{% step %}
### Open the Cost Record
From the Project or its associated cost module, open the Expense, Payable Invoice, or applicable cost record associated with the project.
Navigate to the Funding section of the record.
{% endstep %}
{% step %}
### Locate Release Funds
On the Funding screen, you will find the "Release Funds" option.
The button is displayed in red to clearly identify the fund-release action.
There are two ways to release the reserved amount:
* **Release All** – Available at the top of the screen to release all applicable reserved funds at once.
* **Release by Line** – A Release Funds option is available against individual cost lines, allowing you to release funding selectively.
{% endstep %}
{% endstepper %}
### Option 1: Release All Reserved Funds
If you want to release all reserved funds associated with the cost record:
{% stepper %}
{% step %}
### Release the Funds
Click "Release Funds" at the top of the Funding screen.
{% endstep %}
{% step %}
### Review the Amount
Review the amount being released.
{% endstep %}
{% step %}
### Confirm the Release
Confirm the release.
BuilderTek will release the applicable reserved funds from the cost record.
{% endstep %}
{% endstepper %}
### Option 2: Release Funds Line by Line
If only specific cost lines need to be released:
{% stepper %}
{% step %}
### Locate the Cost Line
Locate the cost line you want to release.
{% endstep %}
{% step %}
### Release Funds
Click "Release Funds" next to that line.
{% endstep %}
{% step %}
### Review the Amount
Review the amount being released.
{% endstep %}
{% step %}
### Confirm the Release
Confirm the release.
This allows you to undo it if you have utilized any funds by mistake and the amount associated with costs no longer needs funding.
{% endstep %}
{% endstepper %}
## Important: Where Do Cost-Level Released Funds Go?
There is an important difference between the two release methods.
* When you release funds directly from the Project Funding screen, the released amount goes back to the original Funding Transaction.
* When you release funds from an individual cost record, the released amount goes back to the project's available funding or directly to the Fund, depending on the configuration in your system.
The money becomes available again within the Project or Fund and can be used for another eligible project cost.
This distinction gives your team flexibility to manage both overall project funding and individual cost-level reservations without losing track of where the funds are available.
---
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