Assign a Default Template

  1. Navigate to the Company level Payments tool.

  2. Click the Payment Processing tab.

  3. Click the Workflow Settings link.
    This opens a list of workflows that have been created for the Payments tool. It also shows the configuration status of each workflow.

    Tip icon Tip

    Do you have existing workflows in the Not Configured status? To learn how to configure an existing workflow, see Configure the Settings for a Payments Workflow Template.

  4. In the Default Workflow column, choose the option button that corresponds to the workflow that will be used as the system's default. You can create up to five (5) workflows, but can only assign one (1) default workflow.

    Tip icon Tip

    What happens if I change the default workflow? If you decide to change the default workflow, all new disbursements created in the Payments tool will automatically use the new default workflow. Any disbursements that have already started a workflow process will be unaffected by this change.

    set-default-workflow.png

Configure a Template
Enable Disbursements