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Sponsor Fee Allocation Report

Quick Answer: Sponsor Fee Allocation

Sponsor fee figures live inside the Sponsor Fee Allocation tool in Fund Accounting—there is no separate Reports hub page. Review calculated fees, export Excel or PDF, and confirm monthly batches from that tool.

Where to find fee data

Open Fund Accounting → Sponsor Fee 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

Good to Know

Enterprise fiscal sponsors. Sponsored organizations can view their fee lines but cannot confirm parent-side batches.

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