Quick Start: Requester

Get started creating disbursement vouchers in 5 minutes!

What You'll Accomplish

Create and submit a disbursement voucher for review.

Prerequisites

• ✅ You have logged into the system
• ✅ You have the REQUESTER role
• ✅ You know the payee and payment details

Essential Steps

Step 1: Open Create Request Page

Click "Create Request" in the navigation menu.

Step 2: Fill Out the Form

1. Select Payee: Click Payee field, type name, select from dropdown
2. Enter Address: Type complete payee address
3. Enter Particulars: Describe what payment is for (e.g., "Office supplies - January 2024")
4. Enter Amount: Type amount in pesos (e.g., 5000 for ₱5,000.00)
5. Add Remarks (optional): Any additional notes

Step 3: Submit for Review

Click "Submit for Review" button.

Done! Your voucher is now PENDING and the Secretary will be notified.

What to Expect

• ✅ Voucher status changes to PENDING
• ✅ Secretary receives notification
• ✅ You'll receive notifications as voucher progresses
• ✅ Track progress in "My Vouchers"

Common First-Time Mistakes

❌ Submitting incomplete information: Fill all required fields ❌ Wrong amount: Double-check before submitting ❌ Vague particulars: Be specific about payment purpose

Next Steps

• Full Requester Guide - Complete tutorial
• Understanding Workflows - See how your voucher flows
• Status Guide - Understand voucher statuses

Save as Draft

If unsure about any information, click "Save as Draft" first. You can edit and submit later.