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.
Step 1: Log in to your Bujeti Dashboard, navigate to the sidebar and click on Requests.
Step 2: Click on the request funds button.
Step 3: Input the details of your fund request.
You will be presented with several options to ask your manager for the following:
Create a Budget: Request the creation of a new budget for a specific project or department.
Top Up a Budget: Request additional funds for an existing budget to ensure ongoing operations.
Pay a Vendor: Request funds to pay a vendor for goods or services provided.
Top Up a Card: Request funds to be added to a corporate card for various transactions.
Top Up an Account: Request funds to be added to a specific account within your organization.
Once you’ve selected the appropriate option:
Enter the amount you are requesting.
Provide the reason for your request.
Attach any supporting documents to justify the request, such as invoices or receipts.
Step 4: Click on continue.
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.