Feature: Introducing a Revamped Enterprise Wide Disbursement Experience (20.10.0.0)
Disbursing funds just became easier with this month's updates to the Enterprise Wide Disbursement page. These improvements help you ensure payment controls with better payment selection, reporting, and history.
The new Selected Payments filter lets you quickly view your payment batch right from the page. You can also download a CSV report with all of your selected disbursements so you can cross-check your payments before disbursing them.
When you disburse, a progress bar will display on the page, granting you a visual indication of the status of your disbursements. While the disbursement is in progress, you can navigate away from the page to other activities.
When the disbursement is complete, a disbursement summary will open. The summary includes information on payment types, the number of payments, and payment amounts, and provides information on any failures. A disbursement report will automatically generate. If any of your disbursements failed, you can download a Failure Report for detailed information. The Manual Check Report will include any manual checks that were marked as paid. You have access to the disbursement summary and all reports for 60 days – open the summary by selecting the View Past Disbursements link right from the page.
If you are making payments in multiple currencies, the Enterprise Wide Disbursement page now separates those out for easier payment selection. Select an option from the drop-down list at the top of the page to release funds in the selected currency. Totals at the top of the page will total each currency separately. Disbursements can be made in a single currency at a time.
If you are not a Disburser, you can also now run reports right from the Actions menu on the Enterprise Wide Disbursement page. View payments for projects you have access to and see if they are selected to be disbursed.
See the Enterprise Wide Disbursement section of the help documentation for more information.
Last Published Wednesday, August 7, 2024