Creating Requisitions
Any user in the system can create an individual requisition.
How to Create a Request
- From your Dashboard, navigate to Requisitions > New Requisition.
- Fill in the Requisition Details, including the reason and the date of the event.
- In the Items card, add one or more line items. You must specify a name, quantity, and amount for each.
- Attach any supporting documents (like invoices or receipts) in the Attachments card.
- Click Submit Requisition.
Once submitted, your assigned supervisor will be notified via email to begin the approval process.