Disbursement Dashboard

The disbursement dashboard is the entry point for the payments team. It shows all disbursement requests (DRs) as a filterable card list with status badges, amounts, and assignment info.

Page Layout

The dashboard uses the standard admin layout: header with role picker, collapsible sidebar, and a main content area with breadcrumbs.

The content area has two sections:

• Filter panel — a form card at the top with all filter controls
• DR card list — vertically stacked cards, one per disbursement request

Filter Panel

The filter panel provides 16 controls organized in rows:

Filter	Type	Purpose
Agency	Searchable combobox	Filter by agency (e.g., Julie’s Agency, Circle Surrogacy)
File Name	Text input	Search by case file name
Case Admin	Searchable combobox	Filter by assigned case administrator
Assigned to DR	Searchable combobox	Filter by staff assigned to the DR
Payee	Text input	Search by payee name
DR Number	Text input	Search by DR number
Date Submitted	Text input	Filter by submission date
Management Type	Searchable combobox	Fund, Trust, or Escrow Management
Line Item Amount	Text input	Filter by individual line item amount
Batch Total Amount	Text input	Filter by total DR amount
Status	Searchable combobox	Submitted, Approved, Pending, Denied, Processed, On Hold
Flagged	Searchable combobox	Not Flagged, Insufficient Funds, Held Payment, Needs Review, Possible Duplicate
Case Type	Searchable combobox	Egg, Surrogacy, etc.
Display Insufficient	Toggle switch	Show DRs with insufficient funds
Display Held Payments	Toggle switch	Show held payment DRs
Display Awaiting DOO	Toggle switch	Show DRs awaiting date of occurrence

A Clear Filters button resets all controls. The Filter button applies the selected filters. A total count displays above the card list.

DR Cards

Each card is a horizontal row with six columns:

Column 1 — Icon

Document icon with an optional info badge when the case is redacted.

Column 2 — Case Info

• DR number (bold)
• Case Redacted badge (danger background, when applicable)
• Management type (uppercase)
• Submitted date
• Case type
• Assigned to

Column 3 — People

• File name (clickable link)
• Payee
• Agency
• Submitted by
• Assigned admin

Column 4 — Status & Approval

• Status badge — color-coded pill:

Status	Color
Submitted	Yellow
Approved	Green
Pending Approval	Blue
Denied	Red
Processed	Gray
On Hold	Orange

• Please Approve On date
• Auto Authorize indicator
• Sent for Approval date

Column 5 — Financials

• Amount (bold)
• Case Ledger Balance
• DR number with copy-to-clipboard button

Column 6 — Actions

• Edit button (sky blue) — navigates to the detail page
• Delete button (danger red)

Navigation

Clicking Edit on any DR card navigates to /admin/disbursement/:id, the detail page for that request. The sidebar links to Triage, Inbox, and Disbursement Dashboard.