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Finance Request Management Template

Workiom’s Finance Request Management template offers a centralized platform for tracking and handling financial requests across departments. It ensures clear communication, helps prioritize departmental needs, and assigns tasks to manage each request promptly. This template supports efficient budget allocation and enhances accountability, improving financial decision-making.

Use This Template

The Finance Request Management app by Workiom offers a centralized platform to efficiently handle and monitor financial requests across various departments. It simplifies communication and streamlines the entire financial request process, from submission to completion. By keeping all finance-related requests, tasks, and department information in one place, the app improves financial decision-making and allows teams to track and fulfill financial needs promptly.

Why Use Workiom's Finance Request Management Template?

Efficient Financial Tracking: Organize and monitor all financial requests by type as Static List, department, and purpose.
Streamlined Communication: Maintain clear communication between departments to address financial needs.
Prioritized Departmental Needs: Track financial needs by department, ensuring resources are allocated efficiently using reports.
Task Accountability: Assign and monitor tasks from My Work related to each financial request for timely follow-ups.

How to Use the Finance Request Management Template

This app is structured to manage finance requests in a clear and organized way. Start by setting up the Finance Requests list, including types, purposes, and deadlines. The Requestors list stores information on those submitting requests, and the Departments list organizes requests by department. Use the Tasks list to assign responsibilities and track progress for each request.

Step-by-Step Guide

Finance Requests: Record each financial request with specific details, including type and deadlines.
Requestors: Maintain a record of individuals submitting requests from Forms feature, with contact information.
Departments: Track departmental needs to prioritize resource allocation.
Tasks: Assign tasks for each request to ensure timely and efficient completion.

Features

Reporting Dashboards

Summary Report: Get an overview of all active financial requests, their statuses, and deadlines.
Bar Chart Report: Visualize financial requests by department and type for improved tracking.

Views & Visualization

Table View: Access a detailed overview of requests, tasks, and requestors in a structured table layout.
Calendar View: Monitor deadlines and follow-up dates for each request.