You are here:
Create a Funding Disbursement
Create individual funding disbursements to track and manage payments for funding awards.
Required Editions
| Available in: Lightning Experience |
| Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability. |
| User Permissions Needed | |
|---|---|
| To create and edit funding awards and related records: | Grantmaking Manager permission set |
| To use funding awards in Experience Cloud: | Grantmaking for Experience Cloud permission set |
Funding award disbursement records support accountability and financial strategy for your organization. Use these records to track when, where, and how funds are distributed.
-
Use one of these methods to go to funding disbursements.
- From the Funding Disbursements page, click New.
- From the Funding Award page, on the Funding Disbursements related list, click New.
The New Funding Disbursement form opens. -
Enter the disbursement details.
- Disbursement Name: Enter a name for the disbursement.
- Status: Select the disbursement status. Options include Scheduled, Pending Approval, Approved, Processing, Paid, Canceled, or Returned.
- Funding Award: This field automatically populates the current funding award.
- Amount: Enter the disbursement amount.
- Payment Method Type: Select the payment method.
- Scheduled Date: Enter the date and time to schedule the disbursement.
- To save the disbursement, click Save, or to save and create another single disbursement, click Save & New.
The new funding disbursement appears in the Funding Disbursements related list on the funding award page.
Did this article solve your issue?
Let us know so we can improve!
