You can conduct an import of any distributions that have been reinvested in an offer by utilizing the Reinvested transaction status.
NOTE: Reinvested distributions will always be Cash distributions.
To do so:
- On your Excel spreadsheet, ensure the Distribution line items that you are importing have Reinvested in the Status column
- Select the Transactions page from the left menu
- Click Import
- Choose your sheet for import
- Click Import Transactions
- Review the transactions that were imported, and see that you have both a Distribution and a Contribution created for the same amount, on the same date
NOTE: If you include a price per share on a reinvested Distribution in your spreadsheet, the price/share amount will be reflected only on the Contribution that is created.
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