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Making interim distributions (PPv5)

How : From 'Estate' choose 'Make a distribution'.

Distribution properties explained.


Enter the date of the distribution.


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


Enter the value of the distribution.

From account

Choose a cash account from which to debit the distribution.


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

Final distributions are made using the same screen as above. However, make sure that you thoroughly check the capital and cash position of the matter, as well as looking for any unpaid expenses or legacies. You don't want to over-distribute! 

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