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Distribution rules and payment batches from a fund - Product News

Set how a fund shares out its balance on its new Distribution Rules tab, then generate a Draft payment batch from the fund's record.

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ForAdministrators

What's new

  • Distribution Rules tab. A fund's record has a Distribution Rules tab listing its rules in the order they are applied: who each pays, its payment type and its share of the available balance. If you can change funds, add, edit, delete and reorder rules with Move up and Move down, then select Save rules. A rule pays either the applications allocated from the fund in one year, by Application or Milestone Payment, or applicants you name, by Contact Payment. Shares can't total more than 100%. See A fund's record.
  • Generate Payment Batch. Select Generate Payment Batch on a fund's record to see what one Draft batch would hold: each rule's lines and amount, and each rule or recipient left out with the reason. Allocated applications are paid up to what is still unpaid of their allocation. Tick the fund's donor conditions, and note the donor consultation when the fund asks for one, then select Generate and open the new batch. See Generating a payment batch.