Disbursements: View a Disbursement Profile

View a Disbursement Profile

  1. Navigate to Financial > Disbursements
  2. Use the Disbursements grid to locate the desired disbursement and then click on the appropriate row when found
  3. Note the three sections shown…
    1. Disbursement Info - breaks out the specifics related to the actual disbursement
    2. Payment Info - shows the info related to the status of the payment
    3. Allocations/Payment grid - depending on which button is selected, shows either the entities who the payment was allocated to or it shows the summary payment info.
      1. If Payment is selected, a deeper dive can be taken into that payment by clicking on the row of the payment, allowing you to go the Ledger and Income Allocation grids for that payment.


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