Create Spendable Grants

Written by Nick Miles

Last published at: January 25th, 2021

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

You must add and edit fund beneficiaries to the fund before you can create spendable grants.
  1. Select Funds from the Home page.
  2. Click Create Spendable Grants.
  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.

  4. Check the box next to each Fund Group, Subgroup, or Divison that you want to create spendable grants for, then click Next.
  5. Enter the Grant Date, a Description, and review the Spendable Grant Summary; then click Create Grants.
  6. You will be redirected to the Grants page, and the spendable grant will be located in the New grants bucket.