How Can I Review a Fund Request?

Reviewing a fund request is a crucial part of maintaining financial control and ensuring that resources are allocated properly within your organization. Whether you're approving a budget, topping up an account, or processing vendor payments, a thorough review helps prevent errors, overspending, or delays. In this article, we’ll walk you through the steps of reviewing a fund request, highlight key details to look out for, and share best practices to ensure a smooth and accurate approval process.

Step 1: Log in to your Bujeti Dashboard, navigate to the sidebar and click on  Requests.

Step 3: Click on the fund request you want to review.

Step 4: After reviewing the details, you have several options based on your satisfaction with the request:

• Approve Only: Approve the request without taking any immediate payment action.
• Approve and Schedule: Approve the request and set a future date for payment.
• Approve and Pay: Approve the request and proceed with the payment immediately.
• Request More Details: If you need further information, request additional details from the requester.
• Decline: If the request is not justified, you can decline it entirely.

And that’s all you need to do to review and respond to a fund request on the platform.You can also see the different types of fund request you can do here.