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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, two options are available. The top portion of the screen provides an area to search for disbursements using the search fields provided.

If searching by Disbursement Amount, then both an amount and currency type must be defined.

The bottom portion of the screen contains a table of all disbursements that apply to the company associated with the user. Only disbursements that have been processed and are in active status will appear in the table on the Disbursement Approval screen.

Disbursement amounts can be totaled for each page displayed if the currency types are the same. If mixed currencies are used, then the amounts will not total.

To view the disbursement details, click a record in the table list.

Disbursement Approval Search Fields

Disbursement Approval Screen Search Fields and Table Results

Steps to Update a Disbursement Record Approval Status

Select Disbursement | Approval on the Main menu.
Type the search criteria to narrow the results or scroll through the table to locate the disbursement record.
There may be several disbursements associated with a policy so double-click the record to make sure it is the correct disbursement. Close the window when it is confirmed that the record is the one needed.
Select the approval status from the drop down box for the disbursement. 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.

If the activity that spawned the disbursement is reversed, then the disbursement record will go into Shadow Pending status. The disbursement record will no longer appear on the Disbursement Approval screen. It will be replaced with a new disbursement record. You can find the original Shadow Pending disbursement by clicking the Activity Detail icon next to the activity that was reversed. The disbursement information and disbursement number are provided there. You can also search for the disbursement by disbursement number on the Disbursement search screen.