- Raise a spend request1. Choose Spend Requests in the rail, then the Spend Requests tab. The Raise a Request stage opens. The stage switch at the top of the page shows Raise a Request, Approval and Outcome. !The top bar of Spend Requests with the Spend Requests tab outlined, and the Raise a Request stage open below it 2. Press Raise a spend request. You can also press Raise a request under Awaiting approval on the Overview. !The Raise a spend request button outlined at the top of the Raise a Request stage 3. The form Spend request opens under Requests being written. Fill in: !The Spend request form with What is it for, Cost centre and Category filled in and outlined - What is it for - Cost centre and Category: together they choose the budget line. - Supplier: optional. - Needed by: optional. The budget is checked for the financial period that covers this date, or today if it is blank. - Why - Lines: press Add a line for each item, and fill in Item, Qty, Unit price (excl. VAT) and VAT. Set Register as an asset to Yes on a line for equipment your organisation will keep track of. - Supporting documents: optional. Press Choose files and pick the supplier's quote, an invoice or a specification. PDF, images (PNG, JPEG, WebP), Word and Excel files are accepted, up to 20 MB each and 10 files in all. Each file is uploaded when you choose it and listed on the form; press Remove to take one off before you send the form. 4. Press Send the form.
- Check a budget before you ask1. Choose Spend Requests in the rail. 2. Read Budgets on the Overview. Each budget line is a cost centre and category for one financial period. !The Budgets table on the Spend Requests Overview, its title outlined, one row per cost centre and category 3. Compare your total, including VAT, with Available. !The Budgets table with the Available column outlined, beside Allocated, Committed and Actual
- Add a document to a requestAdd a document to a request you raised after you sent it, for example the invoice once it arrives. You can add documents while the request is awaiting approval and after it is approved. You cannot remove or replace a document once it is on the request.
Spend Requests ยท 3 tasks