Probate Plus knowledgebase
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Making interim distributions (PPv4)

How : From Beneficiaries menu, choose 'Make a distribution to beneficiary'.

Distribution properties explained.

Dated

Enter the date of the distribution.

Description

Enter (or pick) a description for the distribution (E.g. "Interim distribution" or "Cash distribution").

Value

Enter the value of the distribution.

From account

Choose a cash account from which to debit the distribution.

Reconciled

Click on the box to mark (put an x in the box) this posting as reconciled - ie agreeing with your internal office accounts system.

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