Payments Disburser Guide

About the Disbursements Tab

Navigate to the Company level Payments tool. The Subcontractor Invoices tab is active by default.
Click the Disbursements tab.
Tip
Don't see the Disbursements tab? Only a Payments Admin or Payments Disburser can view this tab. Your company's Payments Admin can assign users to the Payments Disburser role. See Add Payments Disbursers as a Payor.
The key features and controls in the Disbursements tab include:
- Filters
- Default Columns
- Optional Columns

You can filter the table data using these options.

This table shows the filters available in the Disbursements tab.

Element	Type	Description	Learn More
Created On	Drop-down list	Apply one (1) or more filters to show only those invoices on the list: Last 30 Days, Last 60 Days, Year to Date.	Create Disbursements
Funding Account	Drop-down list	Apply one (1) or more filters to show only those invoices related to the selected funding account. Accounts are managed by a Payments Admin.
Drawdown Status	Drop-down list	Apply one (1) or more filters to show only invoices in the selected statuses.
Workflow Status (Only available if your team has implemented a custom Payments workflow)	Drop-down list	Apply one of these filters to show only those invoices in the corresponding workflow status. To learn about statuses, see	Best Practices for Creating a Payments Workflow

This illustration shows you the default columns in the disbursements table.

This table details the default columns in the disbursements table.

Element	Type	Description	Learn More...
Disbursement No.	Column	Shows the number assigned to a disbursement.	Create Disbursements
Name	Column	Shows the name assigned to a disbursement.	Create Disbursements
Funding Account	Column	Shows the name of the funding bank account that funded the disbursement.
Aggregate Disbursement Amount	Column	Shows the aggregate disbursement amount. This shows the grand total of all the payment amounts in a single disbursement.	Create Disbursements
Drawdown Status	Column	Shows the current drawdown status of a disbursement.
Created By	Column	Shows the name of the Payments Admin who created the disbursement.	Create Disbursements
Created On	Column	Shows the date the disbursement was created.	Create Disbursements

This table details the optional columns in the disbursements table.

Element	Type	Description	Learn More...
Workflow Status (Only available if your team has implemented a custom Payments workflow)	Column	This column reflects the current workflow status of each disbursement. To learn about statuses, see	Best Practices for Creating a Payments Workflow