View a Disbursement Profile
- Navigate to Financial > Disbursements
- Use the Disbursements grid to locate the desired disbursement and then click on the appropriate row when found
- Note the three sections shown…
- Disbursement Info - breaks out the specifics related to the actual disbursement
- Payment Info - shows the info related to the status of the payment
- 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.
- 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.