Approve Disbursements to Pay

You can use the Approve Disbursements to Pay page to create batches of unapproved disbursements to automatically evaluate against an assigned Disbursement Approval Criteria policy. You can create:   

  • A batch of scheduled disbursements so that you can review their eligibility before you approve them

  • A batch of paid disbursements so that you can review their eligibility if disbursements have been posted in an “early disbursement” batch

  • A batch of scheduled disbursements and queue them through auto-approval

  • The Hold/Release Change Transaction file that you can then export to CommonLine

Once you have created or selected a batch of disbursements that have been queued through auto-approval, you can review any exceptions and use a link to open the individual student information in a separate browser session and work on correcting their information. You can also:

  • Override the approval status or remove unapproved disbursements

  • Send the batch through a review process if your institution has a review process for batches of disbursements

  • Lock batches for batch integrity

When the batch is ready, you can then approve to post so that Student Accounts can post the disbursements to the students' ledgers.

For batch jobs that you created to evaluate and automatically approve disbursements or the batch jobs you create to review disbursement eligibility for approval, you can also manage the batch jobs. For example, you can:

  • Review the status of all the batch jobs

  • Review the results of specific jobs

  • Manage jobs that have been queued

Unlocked batches can be deleted.

Disbursements canceled by a staff member or canceled by the system (because a student's status is changing to Drop or Cancel) will be removed from disbursement batches.

Prerequisites

You must have:

  • Common - Processes - View authorization

  • To display the page, Financial Aid – Processes – Approve Disbursements to Pay authorization

  • Permission to work with the fund sources. See Fund Source Security.

Access Method

Select the Processes tile > expand Financial Aid > select Approve Disbursements to Pay.

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