Create a New Disbursement

Guide Steps

Two ways to disburse a voucher/draw(s)

You can find the voucher/draw and click Actions > Pay Voucher/draw(s). If you have a group of voucher/draws it will ask if you want to pay the found set or just the current one you’re looking at. Next, enter your initials in the next popup

 

1

You can also navigate to Financial > Disbursements and click the New button

New Disbursement - 1

2

Enter in your initials and select the GL Code for the account

Select the project from the System Number drop down (only show projects that have draws available to be disbursed)

Can tag line items individually or click the Tag All button and vice versa with the Un-tag All button

 

3

Once that is done you can select another project to tag line items as well

Clicking on the All Tagged Line Items tab show all the line items that you have tagged to be paid across all projects

Click the Continue button when done

4