Approve rosters before disbursement

After the fiscal worker approves payment requests you collect completed rosters into single or multiple files for disbursement. Some accounting departments require you to separate the payments into different disbursements. For example, recurring payments could be separate from non-recurring and own foster care could be separate from purchased care.

Run a payment report to verify the payroll before disbursement.

If the roster files look correct, you disburse these files to the accounting system for final processing and payment to resources.

Follow these steps to approve rosters.

1. From the Home screen, click Financial > Payment. The Process Payment Requests screen appears.

2. Click Payment/Billing Requests Roster in the link menu. The Payment/Billing Requests Roster Search Criteria screen appears.

3. Complete the Worker and Roster Name fields to select the roster you want to view.

4. Click Search. The matching roster appears in the grid.

5. In the Option list, select Approve Roster and click Go.
   
   The system sends a notification to the team leader to review and approve the roster.

6. Next, disburse payments to vendors.