How to Create a Money Request

How to Create a Money Request

Navigating to Money Request

  1. From the Dashboard, click on the Money Request option in the navigation bar on the top of the screen.


Creating a Money Request

  1. Click on the New Request button to create a Report.

  1. After filling in the details such as Name, Policy, Purpose, Destination Account, Require by date and Amount Requirements, click on the Update button.


  1. Once the requirements are updated in the money request, click on the Submit button to submit the Money Request.


  1. Upon successful submission of the money request, a pop-up stating Money Request Submitted will be displayed on the bottom left of the screen.


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