Delete a Disbursement
When you manually Delete a Disbursement, the entire disbursement record is deleted as if it never existed in Student Financial Planning.
Overview
Also, a Student History Entry is created when you manually delete a disbursement using the Disbursement Admin tool. For audit trail clarity, there are two types of entries with detailed program/fund information including user identifying information:
- An entry for each individual disbursement that is deleted.
- An entry if an entire Fund Group is deleted by a user. A Fund Group consists of all disbursements in an award year for Title IV Grants or all disbursements in a Loan period for Title IV Loans.
Tips for Deleting a Disbursement
If the student is repackaged it may result in the disbursements being repackaged.
Required Role Permissions
The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.
- Administration
- System Management
- Disbursement Administrator
See Set General Permissions Matrix for additional information.
Manual Processing Steps
Log into the Student Financial Planning User Interface (UI)
- Navigate to
- Check the box next to the disbursements you want to delete
- Click the Save Disbursement Records button
- Confirm modifications
- Confirm the disbursements selected have been deleted
- Review the Disbursing UI to confirm changes
- Confirm the Packaged Amount has been zeroed out on the Packaging UI (if applicable)