Guidelines for the Disbursement of Funds

Payment Preparers and Approvers

Individuals that prepare or approve disbursement related documents must have completed Disbursement of Funds and Travel Training. This training is available in TrainTraq through online course number 211201.

Individuals that will approve documents must have signature authority over the accounts in the department or departments. The form FD-DSA Delegation of Signature Authority must be properly executed prior to an individual receiving approval or signature authority.