PIF Payment Summary
This report is available only to clients who have purchased a Pooled Fund Organizer module license.
The PIF Payment Summary summarizes payment information for each pooled income fund beneficiary included in the report.
This report is similar to the Payment Summary, but unlike the Payment Summary, the PIF Payment Summary includes the income units used to compute each payment.
This report is designed to let you list and analyze all of the payments made to the income beneficiaries of one or more pooled income funds within a specific time period, such as all payments made by a specific pooled income fund from 4/1/2009 to 6/30/2009. It also provides a convenient way to review payment information for errors prior to printing checks or creating an electronic funds transfer file.
PIF Payment Summary - PIF Fund Income Beneficiary Detail sub-report: The PIF Payment Summary automatically includes an PIF Payment Summary - PIF Fund Income Beneficiary Detail sub-report when a PIF Fund Income Beneficiary (typically the charitable remainderman of the fund) has received a fund income distribution during the reporting period. This sub-report appears at the end of the PIF Payment Summary and supplies detailed information on the terminated gifts that have transferred income units to the PIF Fund Income Beneficiary. This information explains the distribution amount computed for the PIF Fund Income Beneficiary for the period.
1. Click Payments > Payment Summary Reports in the Menu Bar.
2. Click PIF Payment Summary in the Report Type area.
3. Mark in the Payment Type area whether you want to include checks and/or electronic funds transfer payments (EFTs).
4. Enter in the Check Date area the range of payment dates you want to include.
5. Enter other selection and formatting criteria for the report. There is help available on each field.
6. Click OK to view the report.
7. Do the following, as needed:
8. Click 
to close the report.
9. Click to close the Payments page.
Notes:
· The PIF Payment Summary should be produced in landscape, the default orientation.