Manually Edit a Distribution

There may be times when you need to manually edit a distribution, or multiple distributions.  On Sensr Portal, there are a number of ways to address editing a distribution depending on your situation. 

• Manually Correct a Distribution for All Investors
• Manually Edit a Single of Small Number of Distributions

Manually Correct a Distribution for All Investors

If you've made a mistake and need to edit the distribution amounts for all investors across a particular distribution event, it is recommended that you delete the entire distribution event and regenerate these distributions.  You can do so by following these instructions:

• Delete a distribution event
• Regenerate the distribution with the simple generation method

Manually Edit a Single or Small Number of Distributions

1. To edit a single distribution, navigate to the Fund page and click on the Distributions tab.

   

2. Locate the the investment in question via the Distribution column which displays the amount .

3. Hover over the distribution you want to edit. Click the pencil icon to Edit.

   

   
   
   
4. On the Edit Distribution page, scroll down to the Distribution field and make your modification.
5. Click Save.
6. Repeat this process as needed for as many individual distributions belonging to different investments.