Finance
Finance management
This section is designed to manage financial transactions, and track expenditures. It includes various subsections that facilitate financial accountability and transparency.
This module consists of the following features: -
Field Planning
Petty Cash
Cash Payment
Transport
Procurement
Disbursements
Assets
Field Planning
This form helps organize all necessary information before carrying out fieldwork or site visits.
Click on Add New Field Plan.
You will be redirected to a new page where you can fill in the required information.
Click Save Draft and Exit to save your progress without submitting.
To make changes, click the pencil icon to edit the form.
To preview your entries, click the eye icon to view the form details.
Once you are okay with the form, click the Submit button to complete the process.
My fieldplans
This tab displays all the field plans you have created.
All Fieldplans
This tab shows all field plans created by users across the organization. Only users with administrator rights can access this tab.
Fieldplans For Approval
This tab lists field plans that are pending approval. If you are an approver, you can review, approve or reject submissions.
Fieldplan Report
This tab provides detailed reports and summaries of field plans.
Petty Cash
This section manages small-scale cash disbursements for minor project expenses.
Click on Add New Request.
You will be redirected to a new page where you can fill in the required information.
Click Save Draft and Exit to save your progress without submitting.
To preview your entries, click the eye icon to view the form details.
To make changes, click Edit Petty Payment to edit the form.
Once you are okay with the form, click the Submit button to complete the process.
Click Export PDF to export the form.
My Requests
This tab displays all the Petty cash requests you have created.
Staff Requests
This tab shows all petty cash requests created by users across the organization. Only users with administrator rights can access this tab.
Requests for Approval
This tab lists petty cash requests that are pending approval. If you are an approver, you can review, approve or reject submissions.
Cash Payment
This section facilitates direct cash payments for approved expenses.
Click on Add New Cash Payment.
You will be redirected to a new page where you can fill in the required information.
Click Save Draft and Exit to save your progress without submitting.
To preview your entries, click the eye icon to view the form details.
To make changes, click Edit Cash Payment to edit the form.
Once you are okay with the form, click the Submit button to complete the process.
Click Export PDF to export the form.
My Requisitions
This tab displays all the Cash Payment requests you have created.
Staff Requisitions
This tab shows all Cash Payment requests created by users across the organization. Only users with administrator rights can access this tab.
Requisitions for Approval
This tab lists Cash Payment requests that are pending approval. If you are an approver, you can review, approve or reject submissions.
Cash Payment Report
This tab provides detailed reports and summaries of Cash Payment Requests.
Transport Requests
This section is used for requesting travel allowances or reimbursements related to official project activities.
Click on Add New Transport Request.
You will be redirected to a new page where you can fill in the required information.
Click Save Draft and Exit to save your progress without submitting.
To make changes, click the pencil icon to edit the form.
To preview your entries, click the eye icon to view the form details.
Once you are okay with the form, click the Submit button to complete the process.
My Requests
This tab displays all the Transport Requests you have created.
All Transport requests
This tab shows all Transport requests created by users across the organization. Only users with administrator rights can access this tab.
Requests for Approval
This tab lists Transport requests that are pending approval. If you are an approver, you can review, approve or reject submissions.
Transport Request Report
This tab provides detailed reports and summaries of Transport Requests.
Procurement
This section handles the acquisition of goods and services needed for project implementation.
Click on Add New Procurement Request.
You will be redirected to a new page where you can fill in the required information.
To make changes, click the Edit Request button.
Once you are okay with the form, click the Submit for Approval button to complete the process.
Click the Back to List button to return to the main list.
Note: The paper plane icon is for submitting the request.
Disbursement Request
This section allows users to request funds for project activities.
Click on Add New Disbursement Request.
You will be redirected to a new page where you can fill in the required information.
To make changes, click the Edit Request button.
Once you are okay with the form, click the Submit for Approval button to complete the process.
Click the Back to List button to return to the main list.
Asset
This section is used for managing the organization’s fixed assets.
Click on Add New Asset.
You will be redirected to a new page where you can fill in the required information.
To make changes, click the Edit Request button.
Once you are okay with the form, click the Submit for Approval button to complete the process.
Click the Back to List button to return to the main list.
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