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Create draft disbursement when award acceptance is approved

Create draft disbursement when award acceptance is approved

Your award acceptances lack linked disbursement records, forcing manual copying and delaying payouts. Create draft disbursements for approved awards so reviewers can schedule payments same day.

Create draft disbursement when award acceptance is approved

Overview

Manual copying between award acceptances and payment records creates slowdowns and missed payouts. This workflow creates draft disbursement records with award context so finance reviewers can approve and schedule payments the same day.

Create draft disbursement when award acceptance is approved