Approve and Post a Batch

Once you are finished working with a batch of disbursements, you can approve the batch so that the disbursement can be posted for the students by Student Accounts. You can change unposted batches until they are posted in Student Accounts.

If there are both approved and unapproved disbursements in the batch and it is associated with an agency branch or you selected the Enforce Batch Integrity button when you created the batch and locked it, Anthology Student will split the batch into 2 batches.

The batch you created will contain the approved disbursements. Anthology Student then creates a second batch with the next available consecutive number and moves the unapproved disbursements into that batch. You can view the batches:

On the History tab in Anthology Student
In the Disbursement Batch Tracking report (Select the Reports tile > expand Financial Aid > select Disbursement Batch Tracking.)

Notes:

When the Disbursement Batch Posting Job is run, the system logic used to identify and validate the award year of a disbursement against configured Hold Groups is award year-specific. This ensures that disbursements belonging to a student currently in a Hold Group fail the Disbursement Batch Posting Job but only for the proper matching award year.
The Disbursement Batch Posting Job will not run if there are pending origination changes for any students in the batch.

Prerequisites

You must have:

Common - Processes - View authorization

Financial Aid – Processes – Approve Disbursements To Pay – Approve Batch authorization

You must also have either:

Created a batch of disbursements. Refer to Create a Batch of Disbursements.
Selected an existing batch of disbursements. Refer to Select Unposted Batches of Disbursements.

You should be familiar with the Background for Approve Disbursements to Pay.

Access Method

Select the Processes tile > expand Financial Aid > select Approve Disbursements to Pay.

Procedure to Post the Batch

Select the Process tab.
Select the Approve to Post button.

Anthology Student:

Splits the batches so that the original batch contains the approved disbursements and creates a second batch for the unapproved disbursements if the batch is associated with an agency branch or you are enforcing batch integrity and there are approved and unapproved disbursements in the batch
Makes the batch available to Student Accounts for posting
For posted batches, changes the value in the Approved to Post column on the Unposted Batches tab to Yes

The batch remains on the Unposted Batches tab until it is posted in Student Accounts. Refer to Select Unposted Batches of Disbursements.

When the batch completes, Anthology Student displays the results on the History tab. Refer to Review Batches for Approving Disbursements.