Note: Please contact support if you need this turned on for your organization
👉 Find the Manual Disbursements feature in the Financial Dashboard
👉 Record a disbursement manually wither by check, ACH, Wire etc.
How Clearing works
Path A - Auto-match from a connected bank feed
For orgs that have Plaid connected and picked a Bank (for future matching) in the record modal: when Plaid syncs a new transaction that matches (amount + approximate date window + maybe payee/reference heuristics), the system links them automatically:
ManualDisbursement.status→clearedManualDisbursement.clearedAt→ the bank transaction's post dateManualDisbursement.matchedPlaidTransactionId→ the Plaid transactionThe Plaid transaction gets
skipCategorization: trueand is pointed at the disbursement's existing journal entry, so it doesn't generate a second (duplicate) JE
Path B - Manual "Mark Cleared"
For orgs with no Plaid connection, or disbursements not tied to a connected bank ("not linked to any bank account"), there will never be a bank feed to match against.
Use the manual button:
User clicks Mark Cleared on the row
Picks a clear date (defaults to today, matches what they see on their bank statement)
Status flips to
cleared, the cleared date is set, no JE change needed (the GL already reflects the expense and cash reduction - clearing is purely a reconciliation state change)
When clicked:
