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Disbursement Approval

The Disbursement Approval screen is used to approve pending disbursements before they are processed. Select Disbursement | Approval on the Main menu to access the Disbursement Approval screen.

When the Disbursement Approval screen appears, a list of disbursements will display along with a field for approval status. Only disbursements that have been processed and are in active status will appear on the Disbursement Approval screen. Click a record in the list to see the disbursement details.

Steps to Find a Disbursement Record

Select Disbursement | Approval on the Main menu.
Set the maximum results window to 100.
Press the CTRL key and F simultaneously on the keyboard to open the Find window.
Enter the policy number associated with the disbursement and click Next. If there are more than 100 records, repeat this on each page of results.
There may be several disbursements associated with a policy so double-click the record to make sure it is the correct disbursement.
Select the approval status from the drop down box. There are three approval statuses for a disbursement:
- Approved: the disbursement will process.
- Unapproved: the disbursement has not yet been approved and will not process.
- Disapproved: the disbursement is rejected and will not process. If a disbursement is disapproved, enter a reason for the disapproval. Select an option from the Disapproval Reason drop down list. The option See Comments is not supported in this release.

Click Save.

Note: If the activity that spawned the disbursement is reversed, then the disbursement record will go into ShadowPending status.