Add a Disbursement Process Template Screen
The table below explains items on the Add a disbursement process template screen. For information about how to access this screen, see Add a Disbursement Process Template.
Screen Item | Description |
Process template name | Enter a name for the template. The name appears in searches for disbursement process templates. |
Description | Enter a description for the template. The description appears in searches for disbursement process templates. |
Bank account | Select the bank account to attach to the template. Your choices include checking and savings accounts with an open status. |