This service stores information about payments made to grantees.

Top Panel

Grant (Required)

The grant to which this disbursement applies. This field links to the Grants service.

Currency Type (Required)

The Currency Type field indicates the currency in which the disbursement is made.

Payment Type (Required)

Specifies if this is an Interim payment or the Final payment.

Status (Required)

Specifies the disbursement's current status. Available options are Pending, Request Payment Approval, Approved Notify Bookkeeper, and Paid.

Sub Grant

Identifies the applicable sub-grant if this payment is being made for a sub-grant of the grant specified in the Grant field. The payment amount for this disbursement appears on the Balance tab for both the Grant and the Sub-Grant when a sub-grant is specified. This field links to the Grants service.

Request Payment Approval

This option does not drive system functionality by default but is provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to grant management. See Managing Process Pipelines for more information.

Approve Payment

This option does not drive system functionality by default but is provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to grant management. See Managing Process Pipelines for more information.

Accounting Tab

Estimated Payment Date

The date when the disbursement is expected to be paid to the grantee.

Payment Method (Required)

Specifies the method of payment to the grantee. Options include Check and Bank Wire.

Date Grantee Received

The date the grantee received the disbursement.

Date Subgranted

If this disbursement corresponds to a payment for a sub-grant, this specifies the date that the decision was made to allocate this payment to a sub-grant.

Date Paid

The date when the disbursement was actually paid.

Date Grantee Received

This option does not drive system functionality by default but is provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to grant management. See Managing Process Pipelines for more information.

Date Grant Payment Notification Email Sent

Specifies the date an email notification of the disbursement was sent to the grantee, if applicable.

Attachments Tab

This tab stores any files relevant to this record.

Comments Tab

This tab stores any additional information concerning this record.

Payment Tab

Amount (USD)

The amount of the disbursement expressed in the Currency Type field (located in the top area of the form), if applicable.

Amount (Other Currency)

The amount of the disbursement in a currency other than US Dollars, if applicable.

Other Currency

Specifies the currency for the Amount (Other Currency) field, if that field is not blank. This drop-down list displays the list of records from the Currency Types service.

Pay Other Currency

This option does not drive system functionality by default but is provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to grant management. See Managing Process Pipelines for more information.

Report Tab

Previous Payment

Specifies the previous disbursement for this grant. This field links to another record in the Grant Disbursements service.

Grant Report

Specifies the grant report that corresponds to this disbursement. This field links to the Grant Reports service.

Next Payment

Specifies the next disbursement for this grant. This field links to another record in the Grant Disbursements service.