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
Navigate to the Disbursements section
Click on the Disbursement Confirmation subsection
Select Instruments: Choose the instruments you want to confirm as paid by checking the appropriate boxes
Click the Confirm Disbursement button