Confirming and Canceling a Disbursement

Confirming disbursement is an optional step in managing your transactions and can be done right after Instruments have been funded. This optional confirmation helps keep records updated on FinverityOS and automatically notifies corporate clients that payments have been confirmed as made. 

The confirmation can be set up as a requirement during Deal creation or editing. For more information please, check the guide here.

Steps to Confirm Disbursal

1. Navigate to the Disbursements section

2. Click on the Disbursement Confirmation subsection

3. Select Instruments: Choose the instruments you want to confirm as paid by checking the appropriate boxes

4. Click the Confirm Disbursement button