Fund allotment

As a teller, you can request funds from your accountant at the start of the day to help you get up and running with your daily activities. The teller can create a fund allotment request, and the assignee can review and approve or reject the request. Here is how to request for funds:

1. Log in to the Wakandi Admin Panel.

2. Go to Requests on the left-hand side.

3. Click the Create button on the top right corner to create a new request.

4. Select the Request type – either Fund allotment or Reconciliation.
Fund allotment will be the request for funds, and Reconciliation is the balancing of funds allotted and funds remaining.

5. Choose the admin to assign the request.

6. Enter the amount you want to request.

7. Write a short comment about the request and its purpose.

8. Click Submit.

Done! Your request will be raised, and the admin assigned will receive a notification for the request.