Ofivio App — Complete Guide · Finance

Fund Requests

Request funds for projects or departments

Fund Requests

Manager Requests → Finance Reviews → Principle Approves → Funds Released

Fund requests are used when a department or project needs additional budget. The request goes through an approval chain.

  1. Create Fund Request — Operations → Fund Request. Enter amount, purpose, project, and justification.
  2. Finance Reviews — Accountant checks against available budget and policies.
  3. Approval — Principle or authorized person approves or rejects with a reason.

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