How to Approve, Unapprove or Edit a Completed Disbursement

Follow

Once you have closed your deal and the numbers are correct, you can approve it. In this article, we will cover:

Approving Disbursements

  1. On the edit deal page, scroll down to the Disbursement card

    blobid4.png

  2. Ensure that the numbers are up to date, the check mark means its all up to date 

    blobid5.png
  3. Click the Approve button 

    blobid6.png

  4. If your deal has any unsaved changes, they will be saved before approving

    blobid7.png

  5. Click Continue 

    blobid8.png

  6. Once approved, you will see Disbursement Approved on the Disbursement card

    blobid0.png

Unapproving Disbursements

If you want to make any changes to an approved deal, you will need to unapprove it first. 

  1. On the edit deal page, scroll down to the Disbursement card

    blobid1.png

  2. Click the X next to Disbursement Approved

    blobid2.png

  3. You will be asked to confirm if you want to revert the deal, click Revert

    blobid3.png

  4. Once reverted, you will now see the Approve button on the Disbursement card 

    blobid6.png

Unapproving Completed Disbursements 

If you want to make a change after the Payouts have been made, follow the steps below:

  1. Click Payouts

    blobid0.png

  2. Under the Closing tab, click Revert Payment

    blobid1.png

  3. On successfully reverting the payment, you should see a success message at the bottom of your screen

    blobid2.png

  4. The invoice created will now have a Void status

    blobid3.png

  5. You can now go to the Disbursement card and unapprove the deal to make your changes 
  6. If the deal had any connected bills or invoices, you won't be unable to approve the deal until you disconnect those bills or invoices

    blobid9.png

  7. To disconnect any bills or invoices, go to Payouts > Remaining and click Disconnect on the bill or invoice  

    blobid10.png

 

Comments

0 comments
Article is closed for comments.