Skip to main content
BackedHelp Centre

Allocate applications to funds, and plan a fund's year - Product News

Allocate an application to one or more funds for a year, see each fund's allocations, and plan a fund's year on its annual sheet.

Published

ForAdministrators

What's new

  • Allocate an application to funds. An application's page has a Funds tab, last, while Funds is turned on. Add one or more funds, each with a year and an amount, then select Save. Change or remove an allocation the same way. An application is linked to a fund only once an allocation is saved. See Allocating applications to funds.
  • Each fund's allocations. A fund's record has an Allocations tab listing every application allocated to it, with the year and amount, for all years or one. See A fund's record and its child funds.
  • The annual sheet. A fund's Annual sheet tab plans one year: enter the Annual Amount, add applications with their amounts, and see what is Allocated and Unallocated. The sheet says whether the fund is Under-subscribed, Fully subscribed or Over-subscribed, and names the amount it is over by. Being over-subscribed never stops you saving.
  • Recalculate Allocations. Lowering a fund's Distribution Amount on its edit form offers a Recalculate Allocations tick, which scales this year's allocations from the fund down in proportion. Left unticked, they stay as they are. See Add or edit a fund.