Cash Payouts

The Section: Cash Payouts section covers everything listed in the Table of Contents below:

Cash Payouts Homepage Location

To Find the Cash Payouts List Homepage:

1. Locate the primary sidenav to the left of the page.

   Don’t see the sidenav?

   See How to Toggle Primary Sidebar for more information.

2. Select the dropdown for the Navigation Category: Dividend category.

   

   Dividend Category, Primary Sidenav, Dropdown Location

3. Select Section: Cash Payouts from the dropdown.

   

   Cash Payouts Homepage

Cash Payouts List Table

The Table: Cash Payouts List table is what first appears on the homepage of the Section: Cash Payouts section.

Cash Payouts List Table

Columns: Cash Payouts List Table

The Table: Dividend Cash Payouts table has the following Column: Columns:

• Column: Cash Payout: The cash payout identifier or name

• Column: Organization: The organization associated with the cash payout

• Column: Payable Date: The date when the cash payout is payable

• Column: Amount: The total amount of the cash payout

• Column: Status: The current status of the cash payout

• Column: Action: Available actions for the cash payout

How to: View Details About the Investor for a Cash Payout

1. Find the Column: Investor column in the Table: Dividend Cash Payouts table.

   

   Dividend, Cash Payouts, Investor Column

2. Click on the Item: Investor you wish to view details for.

   

   Dividend, Cash Payouts, Investor Select Example

Action Complete: You will be redirected to the Investor Details page.

You will be redirected to the Investor Details page once you click an Item: Investor’s Name.

Using Cash Payouts Filters

To Filter Cash Payouts:

1. Locate the filter section above the table.

   

   Dividend, Cash Payouts, Filter Location

How to: Filter by Status

1. Find and Action: Click on the Item: Status dropdown, located above the Table: Cash Payouts List table.

   

   Cash Payouts, Status Dropdown, Location

2. Action: Select the Item: Status you want to filter by from the dropdown.

   

   Cash Payouts, Status Dropdown, Expanded

How to: Filter by Sponsor Organization

1. Find and Action: Click on the Item: Sponsor Organization dropdown.

   

   Cash Payouts, Sponsor Organization Dropdown, Location

2. Action: Select the Item: Sponsor Organization you want to filter by from the dropdown.

   

   Cash Payouts, Sponsor Organization Dropdown, Expanded

How to: Search for Cash Payout Information

1. Find and Action: Click on the Item: Search field.

   

   Cash Payouts, Search Bar, Location

2. Action: Type in the Name of the Investor you want to see Option: Cash Payouts for.

   

   Cash Payouts, Search Bar, Search Example

Action Complete: The table will filter as the options are selected

The table will automatically refresh to show only items matching your selected filters.

How To: View More Information

1. Action: Click on the name of the Item: Investor you want to view more information for.

   

   Cash Payouts, Investor Click

Action Complete: You Will Be Redirected to the Investor Details Page

See View Investor Details for more information.