How do I approve, cancel or void an owner disbursement?

ForLandlordsProperty managers

Who can do this

Approve and void need Approve & Post Transactions; cancel needs Owner Disbursements & Statements.

Where to find it

Accounting → Distributions → Disbursements (or the owner's Disbursements tab) → row ⋮

Steps

  1. Approve a Pending approval row. Toast Disbursement approved · "The payout was posted and the owner statement is ready."
  2. Cancel a pending row → Cancel disbursement. The status becomes Cancelled and balances don't change.
  3. Void a posted row → Void disbursement → Reason for voiding → Void. Toast Disbursement voided; the owner's balance goes back up.
  4. Filter by Status, Method (Manual, Kera transfer), Source, Date and Amount.

Troubleshooting

"Approve (owner hasn't added a bank account yet)" is disabled until the owner finishes their payout account.

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