Disbursing to beneficiaries

Note: Transfers made by an admin will only be automatically approved if the value equals the default amount set on the system and multi-approval is disabled. See Dashboard Settings. 
Superadmins can approve transfers by following the Managing Transfers guide.
Setting a default (ie automatic) disbursement
This option is only available for superadmins (e.g. Project Leads). Steps are:
Step 1: Click your name on the top of the menu
Step 2: Click Organisation Settings 

Step 3: Set up the default amount to be disbursed 
Setting up multi-approval for bulk disbursements
This option is only available for superadmins (e.g. Project Leads). Steps are:
Step 1: Click your name on the top of the menu
Step 2: Click Organisation Settings
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Step 3: Select "Require Multiple Transfer Approvals" 
Disbursing funds to an individual
From the accounts page, select an individual participant (vendor or beneficiary) account. 
Step 1: On an Individual Vendor/Beneficiary Account, click “New Transfer” button.
Step 1
Step 2: Enter the desired amount. You can also change the transaction type to “Reclamation” or “Balance” (Sets the user balance)
Step 2
Step 3: A dialogue window will pop up. Click “OK” to confirm the transfer
Step 3
The disbursement will be complete!
Disbursing funds to a group
Step 1: On the Accounts List Page, select the desired accounts for disbursement
You can combine Filtering and the "Select all" function (highlighted above) to disburse to specific groups of people. For example, all beneficiaries who are between the ages of 25-40, female and living in Port Villa.
Step 2: Click "New Transfer"
Step 3: Enter the desired amount. You can also change the transaction type to “Reclamation” or “Balance” (Sets the user balance)
Step 4: Click “Create” to create the bulk transfer
Step 5: Review the bulk transfer
Step 6: Approve the bulk transfer. 
Note: if multi-approval is set, you will need two admins to approve the transfer
If you prefer, Sempo can also assist with making transfers to your beneficiaries according to your preferred schedule.
How Sempo's payments work (5 min video)