Sending a Disbursement Notification
To send an email to the project team:
- Navigate to the Manage Period Payments Page
- Choose Disburse Funds under Period Actions on the Project Home Page.
- Choose Disburse Funds under Period Actions on the Period Home Page.
- Choose Manage Period Payments under Payments/Statutory Declarations on the Period Home Page.
- From the Manage Period Payments page, select the Notify Project Team tick box.
- Enter a comment to include in the body of the email.
- From the Manage Period Payments page, select the Disburse Selected button.
The email is sent to all project team members.
Notes:
- Project team members are users assigned Project Manager, Compliance Manager, Authoriser, and Disburser user roles on the project.
You can send a Disbursement Notification from the Manage Period Payments, Enterprise Wide Disbursement, and Client Funding List pages.
- If the Notify Project Team tick box is selected, an email is generated – even if the comment box is blank.
Last Published Wednesday, July 10, 2024