Spending Policy

Spending Policies can be created and maintained within the Spending Policy management function under Menu > Utilities & Administration. Access is controlled by user permissions, allowing specific users to view, create, or modify policie...

Spending Policy Calculations can now be calculated and run on a period-to-period basis. To roll a spending policy forward to the next period, first, navigate to the Policy Calculations menu as seen below. (Menu > Utilities and Administration &g...

Contents Spending Policy Distributions Navigating to Spending Policy Distributions Selecting a Designated Payee Setting a Distribution Amount Additional Rounding Options Creating a Workflow Template for a Fund Distribution Editin...