Directly below the FUND PROFILE for that fund is a DISTRIBUTION ACCOUNT section. Click on DISTRIBUTION ACCOUNT to expand this section. Click the green ADD DIST. RULE button at the bottom of the DISTRIBUTION ACCOUNT screen.
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Example 1: An organization needs to reinvest 25% of the distribution (both percentage and fixed reinvestment amounts are options in Fundriver). The first step is to create a DISTRIBUTE ALL rule.
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First, make an entry in the distribution grid for a distribution of the full amount. This setup will use the assigned Spending Rule to calculate the amount of the full distribution.
- Click ADD button
- Select Distribute ACTIVITY TYPE
- Select All CALCULATION TYPE (the system ignores the amount)
- Optional: Enter a note and a Destination ID or internal account
- SAVE
Create a second entry to tell the program to reinvest a percentage of the earnings back to principal. Fundriver also allows you to reinvest earnings back to market value.
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- Click the ADD button
- Select Reinvest to Principal ACTIVITY TYPE
- Select Percentage CALCULATION TYPE
- Enter the percentage you want to distribute in the amount cell
NOTE: Be sure to enter percentage as a whole number.
Result: Two transactions are created:
1. A distribution transaction for the full calculated distributable amount ($500).
2. A reinvestment transaction for 25% of the calculated distributable amount ($125).
The net cash flow on the reconciliation will be a cash flow out for the remaining 75% of the calculated distributable amount ($375).
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- Click the ADD button
- Select Distribute ACTIVITY TYPE
- Select All CALCULATION TYPE (the system ignores the amount)
- Optional: Enter a note and a Destination ID or internal account
- SAVE
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- Click the ADD button
- Select Distribute ACTIVITY TYPE
- Select FIXED AMOUNT CALCULATION TYPE
- Type in the fixed AMOUNT to be distributed
- Optional: Enter a note and a Destination ID or internal account
- SAVE
Next, add the rule to set up the reinvestment amount.
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- Click the ADD button
- Select Reinvest to Principal ACTIVITY TYPE
- Select Percentage CALCULATION TYPE
- Enter the percentage you want to distribute in the amount cell
- SAVE
NOTE: Be sure to enter percentage as a whole number.
Once all of the rules are set up, the DISTRIBUTION RULES grid should look like this.
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Once distributions are created, you should be able to see the transactions that were created based on your distribution rules by navigating to ORGANIZE > FUND > TRANSACTION HISTORY and entering your FUND name and POST DATES.
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