Work with Unapproved Disbursements

You can use the Approve Disbursements to Pay page to:

Override the approval status for disbursements
Remove unapproved disbursements

You can remove disbursements:

When you create the batch
After you save and then return to work with an unposted batch
In an imported batch

For example, you can review the disbursements in the response file imported from COD and manually remove rejected Pell or Direct loan disbursements.

Prerequisites

You must have:

Common - Processes - View authorization

To change the approval status, Financial Aid – Processes – Approve Disbursements To Pay – Approve Batch authorization
To remove unapproved disbursements, Financial Aid - Approve Disbursements To Pay - Delete Batch authorization

The batch must be unlocked.

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.

If financial aid has been configured to limit who can approve a batch of disbursements, you must also be in the staff group that has permission.

To approve a disbursement for a student who is in a Financial Aid hold group, your user ID must be configured so that you are allowed to override a hold group for disbursement approval.

You should also 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 Change the Approval Status

You use the same procedure to change the approval status to Approved and to revert the status to the original, unapproved status (such as from Approved back to Hold.)

Select the Process tab.
If you want to:
- Approve one or more disbursements, select the check boxes for the disbursement records in the list
- Approve all of the disbursements, select the check box in the header row for the list
Select the Approve All or Unapprove All buttons. Anthology Student changes the value in the Approval Status column to the appropriate status.

When you initially gather a batch, all student records in the Results grid are selected and the Approval Status is set to View.

If you select Approve All, the Approval Status for all records is set to Approved.
If you select Unapprove All, the Approval Status column for all records is set to View.

Essentially, the check box next to the student record does not indicate approved or unapproved status. The value in the Approval Status column indicates whether a record is approved or unapproved.

Methods for Removing Disbursements

There is more than one method for removing disbursements. You can:

Remove one or more unapproved disbursements
Remove all unapproved disbursements in the batch at once

Procedure to Remove One or More Unapproved Disbursements

Select the Process tab.
Select the check boxes for the unapproved disbursement records in the list.
Select the Remove Disbursements button.
On the confirmation dialog, select the Remove button.

Anthology Student:

Removes the disbursement. The removed disbursement remains in a Scheduled status. If the student has no approved disbursements, it also removes the student from the batch
Re-displays the Results list with the disbursement removed.

Procedure to Remove All Unapproved Disbursements

On the Process tab, select the Remove All Unapproved button.
On the confirmation dialog, select the Remove All button.

Anthology Student:

Removes the disbursements. The removed disbursements remain in a Scheduled status.
Re-displays the Results list with the disbursement removed.