Create draft disbursement from approved financial report record
Create draft disbursement from approved financial report record
Approved financial reports don't create disbursement records, forcing manual entry and delaying payments. Create draft disbursements for finance review so payments are ready before the next run.
Overview
When approved financial reports don't spawn disbursement records, finance staff waste time on manual copying and risk payment delays. This workflow produces draft disbursements automatically so coordinators can review and schedule payments within minutes of approval.