Use this module to create disbursement batch.
To access this module: Loan Origination Module -> Navigate -> Operations -> Loan Disbursement -> Batch Origination
The following window will open up:
Creating A New Disbursement batch.
Click on the Add New button and the following screen will open up :
Branch - Click on the lookup icon
and Select a branch from the dialog box as shown below:
Disbursement Mode - Click on the look up icon
and select disbursement mode from the dialog box as shown below::
Category - Select category from the drop down list as shown below::
Priority - Select Priority from the drop down list as shown below::
Reference - Enter appropriate reference and click create
On successful completion you will get a pop up message confirming that the operation was successful.
Editing A Department :
Identify the department to be modified :
Then click on the edit icon against it to open the following window:
Look Up Target Loan Application(s): click on lookup icon and select list of loans that have been Verified for disbursement as shown:
Toggle Selection: Use it to select all the the approved loans
Removing an entry from batch, simply select the record and click on remove
once done click on then select yes on the pop up screen below to request verification:
On successful completion you will get a pop up message confirming that the operation was successful
