Financial Requests

Submit, review, and approve income and expense requests with an approval workflow.

Open Financial Requests#

1. Open the Finance dropdown in the sidebar
2. Click Financial Requests

Or click the Create Request button in the sidebar Finance dropdown for quick access.

Create a Request#

1. Click New Request or use the sidebar quick-create button
2. The Create Request Modal opens
3. Fill in the form:

Request Fields#

• Operation — Income or Expense
• Category — Office Supplies, Travel, Equipment, Software, Services, Other
• Amount — Numeric value
• Type — One-time or recurring
• Description — Reason for the request
• Attachments — Upload supporting documents (receipts, quotes, etc.)

Recurring Requests#

If the request is recurring, select a frequency:

• Daily — Every day
• Weekly — Every week
• Monthly — Every month
• Quarterly — Every quarter
• Yearly — Every year

Request Statuses#

• Pending (Yellow) — Awaiting review
• Approved (Green) — Approved by an authorized reviewer
• Declined (Red) — Rejected by reviewer

Review a Request#

Authorized reviewers (based on role permissions) can:

1. Open a pending request
2. Review the details, attachments, and amount
3. Click Approve or Decline
4. Optionally add a comment

Request History#

The Request History section shows all requests with their statuses, dates, and reviewers:

• Who created the request
• Who approved or declined it
• When the action was taken
• The role of the reviewer

View Toggle#

Switch between view modes:

• Cards — Visual cards with summary info
• List — Compact table view

Attachments#

Add file attachments to support your request:

1. In the request form, click Attach Files
2. Select files from your computer
3. Files are uploaded and linked to the request
4. Reviewers can view and download attachments

Permissions#

Financial request access depends on your role:

• create — Submit new requests
• read — View requests
• update — Edit your own pending requests
• delete — Remove requests
• approve — Approve or decline pending requests
• export — Export request data

See Roles & Permissions for details.