Set up a disbursement workflow in CashCloud, enabling you to manage and control when payments are released.
To create a disbursement workflow in CashCloud, follow these steps:
Navigate to the Disbursement Workflow Section
Login to CashCloud: Ensure you are logged in to your CashCloud account.
Access Settings: Click on the Settings icon (gear icon) from the left-hand menu.
Go to Workflows: Expand the WORKFLOWS section and select Disbursement Workflows.
Enter Disbursement Workflow Details
Click on Create Disbursement: On the Disbursement Workflows page, click the Create Disbursementbutton.
Fill in the Basic Information:
Disbursement Name: Provide a unique name for your disbursement workflow.
Bank Accounts: Select the bank accounts associated with the disbursement.
Payment Types: Choose the payment types to be disbursed (e.g., Check, ACH, eCheck).
Value Range: Define the minimum and maximum value for disbursements.
Destination: Select the destination for the disbursement (e.g., a specific printer location).
Users: Select the users who will be notified and control the disbursement process.
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Save and Activate the Disbursement Workflow
Review Details: Ensure all information is accurate.
Create Disbursement: Click the Create Disbursement button to finalize your workflow.
Your disbursement workflow is now set up. You can manage it anytime from the Disbursement Workflows section.