Disbursements

Disbursements track cash transfers, in-kind items, and other payments made to beneficiaries. As a caseworker, your role is to view assigned disbursement batches and submit proof when deliveries are confirmed.

View disbursements

Click Disbursements in the sidebar. You’ll see disbursement batches assigned to you or your cases.

📱Disbursements listAdd screenshot → src/assets/screenshots/compass/caseworker/disbursements-list.png

Click a batch to see the individual disbursement items within it.

Disbursement detail

Each disbursement item shows:

• Beneficiary name and ID
• Amount or item description
• Payment method (cash, mobile money, in-kind, etc.)
• Status — Pending, Confirmed, or Failed

📱Disbursement batch itemsAdd screenshot → src/assets/screenshots/compass/caseworker/disbursement-batch.png

Submit proof of delivery

Once you’ve confirmed a beneficiary has received their payment or items:

1. Open the disbursement item.
2. Click Confirm delivery.
3. Add a confirmation note and any supporting evidence (photo, signature, receipt).
4. Click Submit.

The item status changes to Confirmed and the timestamp is recorded.

Note

Proof of delivery may be required before the system marks a disbursement as complete. Check with your supervisor for your organisation’s confirmation requirements.