Skip to main content

How to Complete a "Confirm Distribution Amount" Task

In this article, you will learn how to complete Confirm Distribution Amount tasks

Updated over 10 months ago

Whenever a fund sends out a notice regarding an upcoming distribution but does not include a distribution amount, Arch will create what is called a "Distribution Placeholder" activity. This activity type will result in a "Confirm Distribution Amount" task within your task inbox. To complete this activity type, please follow the steps below:

Steps

  1. Navigate to the Tasks page on the left hand side of the portal to find your task inbox

  2. Locate the "Confirm Distribution Amount" line item and click into the task in blue

  3. Scroll to the section at the bottom of the page titled "Completion" and input the distribution amount that was received

  4. Click "Complete"

  5. You will now find a standard distribution listed on the holdings cash flow tab!

Did this answer your question?