Finance Requests | Zoho Creator Help

Finance Requests

1. What does this page cover? 

Learn how finance team can raise procurement requests and track their status through out the process.
To access the Finance Requests feature, you need to log in to the procurement app using your finance credentials.

 2. Overview of Finance Request 

This module streamlines the procurement process, allowing the Finance team to raise Procurement Requests for their own or team's need to procure something. While they can also oversee and approve requests in a centralized manner.
Understand more about employee requests and manager requests in detail.

2.1. Steps to Create and manage Finance Request

1. When a Finance team member logs in, they see a dashboard similar to the image below. Navigate to the Requests module in the left pane to access the My Requests page.

2. Click +New Request to open the request form.

3. In the New Request page, fill in all the required information and click Create to submit a new request.

Note: In shipping address, you can choose a pre-saved location. Check this document to understand more about locations (link will be added shortly).

The newly created request, with the Request ID PR-423, will now appear at the top of the list in My Requests.

Note: The newly created PR will by have the Pending status by default, as depicted in the image above. All PRs that are raised by the Finance team will be auto-approved.

Learn more about approvals and procurement process.
4. To view request details, click on any request from the list. This will open the Request Summary page.

The timeline at the top helps give a quick glance at the status of the request.
It has five stages, namely:
  1. Requested: When a PR is raised by the user
  2. Waiting for Manager Approval: When PR is awaiting approval from Manager
  3. Waiting for Finance Approval: When PR is awaiting approval from the Finance team
  4. Procurement: When the PR is with the procurement team for processing, includes vendor order management.
  5. Purchase: When the purchase is completed
  6. Completion: When the PR is completed full filled including purchase completion and product dispatch.

5. Utilize the search bar to locate any PR with the Request ID.

6. Upon clicking the Project drop-down, you'll be shown a list of projects. Select one to filter the requests corresponding to the project.

7. Similarly, clicking the Status drop-down will show you four statuses (Pending, Approved, Rejected, In Progress, and Completed).


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