Select Unposted Batches of Disbursements

After you have approved a batch of disbursements (refer to Approve and Post a Batch), the batch remains on the Unposted Batches tab on the Approve Disbursements to Pay page until it is posted in Student Accounts.

You can use the Unposted Batches tab to select an existing or imported batch of disbursements to work with. For example, you can: 

  • Check the Approved to Post value. If Approved to Post is set to No, edit the batch or delete and recreate it.

  • Return to a batch of disbursements that you created earlier to finalize it before you queue the approval

  • Review the disbursements in the response file imported from COD and manually remove rejected disbursements

Prerequisites

You must have:

  • Common - Processes - View authorization

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

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 Select a Batch of Disbursements

  1. Select the Unposted Batches tab.

  2. Select the Campus. By default, your session default campus is selected. You can select a different campus based on your permissions.

  3. Review the list of batches.

    Amount Closed The amount in dollars.

    Approved to Post Closed Specifies whether the batch has been approved so that it can be posted for the students by Student Accounts. Yes indicates it is approved to post. No indicates it has not been approved to post.

    Award Year Closed The financial aid award year.

    Batch NumberClosed The number assigned by Anthology Student to the batch.

    Date CreatedClosed The date that is automatically added by the system when the task is created.

    FA Hold OverrideClosed If your user ID has been configured so that it allows you to override a Financial Aid hold group and approve disbursements and Yes is displayed, you can approve disbursements for students in the specified groups. Anthology Student overrides the hold, but still evaluates the disbursement against the other disbursement approval criteria.

    Fund Source Closed The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source.

    Import TypeClosed If the batch was created by a staff member, the column displays Other. If the file was imported, it will display the source (such as COD, CommonLine, or Direct loan).

    LenderClosed The name of the lender. Lenders are configured by your institution.

    Review StatusClosed If your institution has a review status for the batches, the review status of the batch. If your institution requires that batches of disbursements be reviewed before they are posted, the review status. The values are Not Reviewed, Ready for Review, and Reviewed.

    User IDClosed The last and first name of the staff member or process that added or created the item.

  4. Check the Approved to Post value in the list of unposted batches. If Approved to Post is set to No, check the batch and edit it or delete and recreate it.

  5. Select the number in the Batch Number column to display the batch. Anthology Student displays the Process tab with the list of disbursements under Results.

You can then work with the disbursements. For example, depending on the type of batch, you can review approval statuses, approve disbursements, remove unapproved disbursements, and approve to post them for Student Accounts. If the Approved to Post value remains at No, you may have to delete and recreate the batch.

Limitations

For batches you created, you cannot view or modify the selection criteria. You must delete and recreate the batch instead.