Making a Withdrawal out of a Fund

Keep in mind...

• Access Level: Student Org Admin, Org Admin
• This article is intended for users with Publisher or Administrator access in Suitable. If you don’t have one of these roles, some of the steps outlined below may not be available in your account.
• Ineligible Roles: Member, Leader, Manager

Step 1. Navigate to Finance from the main left-hand navigation menu.

Step 2. From the Fund Landing Page, click on the Root Fund.

• In this example, we will be using the 'Student Life - Organizations' Fund

Step 3. At the Student Life - Organizations landing page, select Withdraw in the top right section.

Step 4. In the modal that appears, fill in the Memo (optional) and the Amount to deposit with the desired amount, and select Next.

• In this example, we will be withdrawing $200
• You can see your new balance after this withdrawal is $750

Step 5. A confirmation modal will appear, outlining the action:

• The modal will explain that the withdrawal will be pulled from the balances across associated accounts.

• To proceed, click the "Submit" button. 

• Upon successful withdrawal, you will see a "Great success!" Modal. 

• You can view the withdrawal in the Fund in the Transactions below. As well as the new balance of $750.

If you have additional questions, chat with us below or send us an email at support@suitable.co.