Disbursement Approval

The Disbursement Approval screen is used to approve pending disbursements before they are processed.  You can find the Disbursement Approval screen from Disbursement | Approval on the Main Menu.

When the Disbursement Approval screen appears, you will see a list of disbursements 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.

Steps to Find Your Disbursement Record

1. Set the maximum results window to 100 and click Find.

2. Press the CTRL key and F simultaneously on your keyboard to open the Find window.

3. Enter the policy number associated with your disbursement and click Next.  If you have more than 100 records, you will need to do this on each page of results.

4. There may be several disbursements associated with a policy so double-click the record to make sure it is the correct disbursement.

5. 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, you must enter a reason for the disapproval.  Select an option from the Disapproval Reason drop down list.  The option See Comments is not supported in the 9.1.0.0.0 release.

6. Click Save.

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