Making a fund request is a key feature that helps streamline financial operations within your organization. Whether you need to allocate a budget for a new project, top up an existing account, or settle vendor payments, Bujeti’s fund request system makes it easy and efficient. In this article, we’ll guide you through the steps involved in making a fund request, explain the different types of requests available, and provide tips for ensuring your requests are processed smoothly.
What is a Fund Request?
A fund request is Bujeti's system for requesting financial approvals within your organization. Whether you need to create a new project budget, add funds to an existing account, or pay a vendor, the fund request feature ensures proper oversight and approval before money moves.
Step 1: Log into your Bujeti Dashboard and at the side bar, click on Requests
Click the "Request Funds" button (typically located in the top-right corner of the Requests page)
Step 2. Select Your Request Type
You'll see five different fund request options. Choose the one that matches your need:
Create a Budget – Request approval to establish a new budget for a specific project or department
Top Up a Budget – Request additional funds for an existing budget that needs more resources
Pay a Vendor – Request funds to settle an invoice or payment to a vendor
Top Up a Card – Request funds to be added to a corporate card for business expenses
Top Up an Account – Request funds to be deposited into a specific organizational account
Step 3. After selecting your request type, you'll need to provide:
Amount – Enter the exact amount you're requesting (in your organization's default currency)
Reason – Provide a clear explanation for why you need these funds
Supporting Documents – Attach relevant files such as:
Invoices
Receipts
Project proposals
Budget breakdowns
Vendor quotes
Review all the information you've entered
Click "Continue" to submit your request
You'll see that your request has been submitted when you check fund request
What Happens After Submission?
Once you submit your fund request:
Notification sent – Your manager or designated approver receives an instant notification
Review process – The approver reviews your request details and supporting documents
Decision made – The request is either approved, declined, then sent back for more information
You're notified – You'll receive an email about the decision
By following these steps, you can easily make a fund request on Bujeti, ensuring that your financial needs are met efficiently. Whether you're creating a new budget, topping up an account, or paying a vendor, the platform is designed to make the process seamless.You can also see how to review a request here.