How to create a cash request
Audience: Requesters
Use a cash request when you need money in advance of spending it.
Creating the request
Go to Requests → Cash Requests and select Create Cash Request.
Enter the Amount Needed — the total cash you need.
Enter a Reason for Request.
Set the Date Needed.
Choose an Expense Category so the request is classified correctly for accounting.
Select Submit Request.
The Readiness indicator
The panel on the right shows the request amount, the date needed and the category, plus a Readiness percentage. It fills in as you complete the four required pieces — Amount, Reason, Date and Category — so you can see at a glance whether the request is ready to submit.
Note: A cash request starts as a Draft. It is not visible to approvers until you submit it.
Tracking your request
The Cash Requests page counts Total Cash Requests, Approved Requests, Pending Requests and Declined Requests. The list shows the requester, request ID, amount, category, status and creation date. Search, Filter and Export sit above the list. Reference prefix CR-.
Before you start
Use a cash request for money needed before spending. Have the amount, reason, required date, and expense category ready.
Steps
Open Requests → Cash Requests and select Create Cash Request . Enter Amount Needed. Describe the business reason with enough detail for the approver. Select Date Needed and the Expense Category. Confirm the Readiness panel shows all four inputs as complete. Select Submit Request .
What happens next
The request is routed for approval. Track it under Overview or Action Required. An approved request can still be waiting for payment, so check the payment stage separately.
Need help? If the page, field, or approval action is missing, confirm the active organisation and ask an administrator to check your role and permissions. Quote the record reference when contacting support.
Cash request form screenshot
Screen guide
Requester cash-request form showing the amount, reason, date, attachments, category, and submission readiness.
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