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, a list of disbursements will display along with a field for approval status. Only disbursements that have been processed on the Activity screen with an activity status of active will appear on the Disbursement Approval screen.

Security can be configured around this screen to only allow access to those with the authority to approve disbursements. If this screen is not available in OIPA, then the user ID being used may not have access to approve disbursements.

Note: The disbursement approval status is different from the disbursement status. The disbursement should not be sent to the check writing system unless it is approved; however, the disbursement status will remain in pending status until a check is actually generated in the check writing system.

Steps to Approve a Disbursement Record

Select Disbursement | Approval on the Main Menu.
Set the maximum results window to 100 and click Find.
Press the CTRL key and F simultaneously on the keyboard to open the Find window.
Enter the policy number associated with the disbursement and click Next. If there are more than 100 records, repeat this on each page of results.
There may be several disbursements associated with a policy so double-click the record to make sure it is the correct disbursement.
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 this release.

Click Save.

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