Disbursal Accounts

Create Disbursal Account

To create disbursal accounts follow the below steps:

Select 'Accounts & Passbook' section from the left main menu under the 'Payouts' section.
Click on 'Create New Disbursal Account'
Enter account name and the purpose for account creation
Click at 'Create Account ' to create a new disbursal account

💡 TIP

Disbursal account once created cannot be deleted. However it can always be edited.

Sub users can be allocated to disbursal accounts to ease out management of sub accounts.

Use 'Manage Users & Roles' for both the above functionalities.

Edit Disbursal Account

A disbursal account cannot be deleted. However the account approvals,users and roles can be edited.

In the left main menu, click on 'Settings' Menu to select ‘Manage Users & Roles'.
Click on the 'Payout Accounts' tab.
Select the desired disbursal account under the heading ‘Account Name'. Alternatively, you can use the 'Search' option here to locate the disbursal account.
Clicking on this account will open the details of this disbursal account showing the associated user and their roles.
Click the ✎ edit icon to start editing.
Add/ Edit/Delete ‘User' and their ‘Roles' from this section.
Approval flow of fund transactions for the selected disbursal account can be also managed from this section.
Click on 'Save Users' to save the changes.