TransferMate Education API Dashboard Update: Disbursements Visibility

TransferMate is committed to continually enhancing the accessibility and user experience of our API solutions to meet the evolving needs of our customers.

For education institutions, receiving payments is only part of the process.

Understanding when funds have settled, which student payments are included in a payout, and how to reconcile those records efficiently is equally important.

That's why we're introducing Disbursements Visibility within the TransferMate Education API Dashboard.

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This latest enhancement gives Education API partners and institutions a clearer view of how funds move from student payments through to institutional settlement, helping finance teams investigate transactions faster, simplify reconciliation, and maintain accurate records.

Currently, you can add one “Super User” to the API dashboard. As we continue to enhance and expand the dashboard's functionality, we will introduce support for multiple Users in a future release.

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Get Started

To get started with Disbursements, contact your TransferMate Relationship Manager and supply the following details for your nominated “Super User”:

• First name
• Last name
• Email Address

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Bringing Greater Transparency to Settlement Activity

The TransferMate Education API Dashboard already provides institutions with real-time visibility into student payment activity. Users can review incoming payments, search transaction records, apply filters, and export reports from a single location.

With the introduction of Disbursements, institutions can now go one step further.

The new functionality provides a dedicated view of payouts made to the institution, allowing users to see exactly how payments have been settled and trace individual transactions back to a specific disbursement.

Rather than working across multiple systems or manually matching deposits against payment records, teams can review settlement activity directly within the dashboard.

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Drill Down from Disbursement to Transaction

Users can review disbursement records and access a detailed breakdown of the payments included within each settlement. This creates a clear audit trail between funds received by the institution and the student payments that generated them.

For finance and reconciliation teams, this means less time spent investigating deposits and more confidence in their records.

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Faster Search and Investigation

As payment volumes grow, quickly locating information becomes increasingly important.

The Disbursements dashboard includes filtering and search functionality that allows users to identify records using:

• date ranges
• disbursment references
• beneficiary accounts
• other available criteria

Thanks to the update, teams can find the information they need without manually reviewing large volumes of data.

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Exportable Reporting for Reconciliation

With the new release, users can download reports for individual disbursements, providing detailed visibility into every transaction included within a payout.

Institutions can also export broader disbursement reports covering selected periods, making it easier to support month-end reconciliation, financial reviews, and compliance requirements.

By making settlement information readily accessible, the dashboard helps reduce administrative effort while improving reporting accuracy.

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Continuing to Enhance the Education API Experience

The addition of Disbursements Visibility represents another step in TransferMate's ongoing investment in the Education API ecosystem. Institutions can spend less time investigating payments and more time delivering a seamless payment experience for students worldwide.

To get started with Disbursements, contact your TransferMate Relationship Manager and supply the first and last name and email address of your nominated “Super User”.

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