Start a Disbursement Process

You start disbursement processes from the Disbursements page, Processes tab under Process templates. Once you start the process, the Disbursement Process page appears. To return to the process later, open the process from the same tab under Review disbursement processes. Make sure that you distinguish between the template and the process itself. They are independent from each other once the process is created.

1. From Treasury, select Disbursements. The Disbursements page appears.

2. On the Processes tab, select a disbursement process template and select Start process. The Start disbursement process screen appears. For information about the screen, see Start and Edit Disbursement Process Screens.

3. Enter a name and description for the process.

   Tip: By default, the name and description match those for the process template. If you leave the name from the template in the process name, you can keep track of which template you used to create the process. For example, if you create multiple processes from one template, you can add a number to the end of the names to tell them apart.

4. Select Create. The Disbursement process page appears. For information about the Disbursement process page, see Disbursement Process Page.