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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
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.
Last modified 5mo ago