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Create Spendable Grants

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Create spendable grants to transfer the spendable balance of a fund to the fund beneficiaries control.

You must Create and Edit Fund Beneficiaries before you can create spendable grants.
  1. Navigate to the Funds page.
  2. Click Create Spendable Grants on the left-side menu.
  3. Click Specific Funds to create spendable grants for specific fund groupings.
    • If you want to create spendable grants for all funds, click All Funds and proceed to step 5.
      052522_Create_Spendable_Grants_1.png

  4. Check the box next to each fund group/subgroup/division/segment that you want to create spendable grants for, then click Next.
    • If a fund group/subgroup/division/segment does not have funds with a spendable balance and beneficiary, it will not appear.
      052522_Create_Spendable_Grants_2.png

  5. Enter the Grant Date and Description, review the Spendable Grant Summary, then click Create Grants.
    052522_Create_Spendable_Grants_3.png

You will be redirected to the Grants page, and the spendable grant will be located in the New grant bucket.

 
 
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