Sponsor Administrative Allocation
Administrative allocation figures live inside the Sponsor Administrative Allocation tool in Fund Accounting—there is no separate Reports hub page. Review calculated amounts, export Excel or PDF, and confirm monthly batches from that tool.
Where to find allocation data
Open Fund Accounting → Sponsor Administrative Allocation. Choose the month (defaults to the prior month), review per-sponsored-org lines, adjust rates if needed, and confirm. Cash settlement can post in the same step when you toggle Record cash settlement.
Related tools
- Sponsor Administrative Allocation — calculate and confirm the monthly administrative allocation
- Distribution Manager — sponsor-to-project fund transfers (not allocation settlement)
- Multi-Organization Management — switch between parent and sponsored accounts
Good to Know
Enterprise fiscal sponsors. Sponsored organizations can view their allocation lines but cannot confirm parent-side batches.
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