How to Create a Money Request
Navigating to Money Request
- From the Dashboard, click on the Money Request option in the navigation bar on the top of the screen.
Creating a Money Request
Click on the New Request button to create a Report.
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- After filling in the details such as Name, Policy, Purpose, Destination Account, Require by date and Amount Requirements, click on the Update button.
- Once the requirements are updated in the money request, click on the Submit button to submit the Money Request.
- 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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