What is the Payout Recording feature?

The Payout Recording feature helps finance teams and bookkeepers keep track of whether a payout from SuccessFund has been logged in their external accounting system. It does not record the payout for you in your accounting system — instead, it gives you a quick way to mark payouts as “Recorded” or “Not Recorded” within SuccessFund.

Why is this useful?

Keeps finance/bookkeeping teams aligned on what’s been logged.
Reduces the risk of missing or duplicating a deposit entry.
Makes it easy to see which payouts still need to be reconciled in your accounting software.

How do I record a payout?

Go to the Payouts page.
Click View next to the payout you want to record.
Click Record Payout.
In the popup, choose:
- Recorded → if you have already logged this payout in your accounting system.
- Not recorded → if you haven’t yet logged it (this is the default).
Optionally, add Notes for your internal records.
Click Save.

What happens after I mark a payout as “Recorded”?

The Recording Status will update from “Not Recorded” to “Recorded.”
You and other team members will be able to quickly see which payouts are finished vs. still pending entry.
This status only updates in SuccessFund — it does not push data to your accounting system.

Can I change the status later?

Yes. If a payout was accidentally marked as “Recorded” or “Not Recorded,” you can reopen the payout, update the selection, and save again.

Do my notes show up anywhere else?

Notes are saved with the payout record inside SuccessFund. They’re visible to your team members when viewing that payout, so you can leave reminders or clarifications.

Does this replace my accounting software?

No. This feature is simply a tracking tool to help bridge your SuccessFund payouts with your own accounting workflow. You’ll still need to enter deposits into your accounting system as usual.