Clear Unspent Spendable Balance

  1. Navigate to Distributions from the Home page.
  2. Click Clear Spendable from the left-side menu.
  3. In the Clear Spendable Balances window, enter:
    1. As Of Date - The date that the Unspent Spendable Balance will reset to zero.
    2. Reason 
  4. Click Review.
  5. Check the box next to each Fund with a Spendable Balance that you want to reset to zero. 
  6. Click Clear Checked Balances.

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