- Navigate to the Distributions page.
- Click Create on the left-side menu.
- Enter the Calculate Date, Post Date, Description, and check the box(es) next to the Distribution Type(s) that you want to include, then click Next.
- The screen advances to a table showing the distributions that will be applied to each fund. These are calculated based on the parameters you set for each distribution type and interval.
- The box next to each fund is checked by default, indicating it should be including in distribution processing.
- Make any changes, then click Review.
- If needed, uncheck the box next to a Fund to exclude that fund from the distribution.
- If needed, edit amounts in the Distribution column.
- To view the details of each distribution (Spendable Transaction Detail), click a distribution Amount.
- If any changes are needed, click Edit on the left-side menu. Make your changes then click Update.
- If no changes are needed, click Post on the left-side menu.
If your foundation uses the Fund Advisor Portal, fund advisors will see the resulting distribution in their spendable balance when they log into the Fund Advisor Portal. The fund's spendable balance will be available for granting, however, if the funds remain unused you can clear the unspent amounts and/or create spendable grants for the fund's beneficiary list.