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3.6. Walkthrough: Using the State Conduit Management tool

This tool is used to streamline the data entry process for committees that serve as conduits. The tool can be found under the File menu; if you don't see it there, it likely has not been enabled for your account. If you are interested in using the tool, please reach out to your Sales Rep and/or Account Manager for more info.

How to use the Tool

1. Before starting, you'll need to make sure that you already have receipt entries created for the individuals that made contributions to your conduit committee for the purpose of being disbursed. Those receipt entries will add to each individual's balance. For this walkthrough, we'll be using the three examples below:
   
2. Once you have receipts to be disbursed, go to File > Conduit Management Tool. From here, you'll be able to search for an existing disbursement, or create a new one. We'll go ahead and create a new one using the option on the right.
   
3. Enter all of the details for the disbursement. This entry will represent the funds going from your conduit committee to the recipient committee.
   
4. The next step will be to select all of the individual receipts that will be included in this disbursement. Start by checking off the appropriate records and then hitting the Select Individuals button.
5. From there, choose how much of each individuals' balance to attribute to this disbursement. Note that the available amount reflects the records' total balance, based on all of the contributions they have made; you can attribute all of the available amount, or just a portion of it.
6. Also, note that when the attributed total does not equal the amount we indicated on the previous screen, you'll only have the option to Save Selected Transactions. This option will not allow for the disbursement entry to be created within your 360 database.
   
7. When your total attributed amount does equal the amount you indicated for the disbursement on the previous screen, then you'll have the option to create the disbursement entry and link all of the individual transactions to it.
   
8. Once the disbursement has been created, the tool will create a disbursement that has all of the options you entered back on step 3. In addition, the system will also create and link the necessary conduit memos on the individuals' records. The amount of these memos (i.e. the amount attributed within the tool) will reduce each record's total available balance, so you won't be able to attribute those same funds for future disbursements. Once that disbursement is created, you should be finished! The disbursement should now be ready for your compliance report.
   

Additional Notes

• If you delete that disbursement, note that it only deletes that specific entry - the conduit memos created by the tool that are saved the individuals will still exist. If you need to delete that disbursement, you should go back into the tool, use the searching fields on the left to find the disbursement, and then use the delete option.