The following are the payment requisitions submitted by all staffs in your company. This view will be see by administrator only.

  1. To view list all payment requisitions, click on “PAYMENT REQUISITIONS”, then click on “VIEW LIST”.
  2. After you click view list button, you will see the following page:Descriptions:

    A

    Click here to add new payment requisition.

    B

    To approve or reject payment requisition, you can click here.

    C

    To unapprove payment requisition, click here. This button will appear after you approve a payment requisition.

    D

    In this section you can do the following things:

    Click “Details” to view the details of payment requsition.

    Click “Edit” to modify a payment requisition’s information. A payment requisition can only be edited if the status is still pending and no approval has been done.

    Click “Delete” to delete a payment requisition. A payment requisition can only be deleted if the status is still pending and no approval has been done.


        3.To add new payment requisition, click on “ADD”. After you click “ADD”, you will see the following page:    Descriptions:

A

Please choose staff name.

B

Select whether the payment should be made to account or staff or others.

C

Select the account/staff for the payment to be issued to. Normally when you choose account here, the payment information and bank information will auto fill, if you already key in the bank information in the CRM.

D

Enter the purpose of the payment such as payment for purchase of 1 box of A4 papers.

E

Please enter the payment requisition items here.

F

Enter any remarks or comments related to this Payment Requisition.

G

Enter the name of the bank for payment purposes.

H

Enter the bank’s name.