- In System Data:
- Click Edit on the left-side menu.
- Check the box next to Show Available Cash.
- If you would like to display a term other than Available Cash on the fund advisor portal, populate your preferred name in the Available to Cash Wording field.
- From the Accounts page:
- Edit the relevant Asset account.
- Next to Available For Cash, enter the percentage of cash that should be made available for grants.
- Click Save.
- From the Fund page:
- Edit the relevant Fund.
- Uncheck the box next to Track Spendable.
- Click Save.
Note: Available Cash will not display in the fund or fund advisor portal unless Track Spendable is unchecked.