Making a Withdrawal out of a Spend Account

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 Cursor on the Root Fund, the spend account is under.

• In this example, we will be using the 'Main Campus Fund'

Step 3. Select the Spend Account.

• In this example, we will be using 'Big Brothers Big Sisters'

Step 4. At the Big Brothers Big Sisters landing page, select Withdraw in the top right section.

Step 5. In the modal that appears, fill in the Memo (optional) and the Amount to deposit with the desired amount, and select Next.

• In the example, we are withdrawing $500.

Step 6. A confirmation modal will appear, outlining the action:

• The modal will explain that the withdraw is not from a fund/parent account.

• To proceed, click the "Submit" button.

• Another modal will appear that confirms the withdrawal "Great success!"

• You can view the completed withdrawal in the Spend Account's Transactions below. 

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