How add a File Requisition 

A file requisition refers to a formal request for funds needed to carry out disbursements or expenses related to a specific file or matter (such as court filing fees, search fees, transport, postage, etc.)

Steps:

  1. Log into the system
  2. Go to "File Management module" or "Case Management Module" scroll down to "Instructions" section then click on "File Instructions" link 
  3.  To add a new instruction, click on the "Add new Instruction" button on the top left

 

4. A “New Instruction” sheet will pop out. Complete all the required details accordingly on the pop -up:

  • Date: Enter the date
  • Client- Select the appropriate client
  • File - Select the relevant file
  • Instruction Type - Client A/C Instructions (Payments & Disbursements)
  • Instruction Category – Cash, cheque, EFT, RTGS, SWIFT ETC
  • Receiver - Enter receiver’s name
  • Currency - i.e. KES, USA Dollar (USD)
  • Turn-Around Time (TAT) - the amount of time expected to complete a task or process from the moment it is initiated.
  • Priority - This indicates how urgent the instruction is.
  • Details – Enter a quick description of the items requested for and amount.
  • Add – add the item by clicking on the Add button
  • Approver – Select the appropriate approver
  • Send Notifications To - Enter user(s) to be notified

 

6. Click on the “Send Instruction” to submit once done. The instructions will need to go through approval, acceptance, execution and completion processes as per the work flow.

 

Below is an instruction Workflow Process

 1.Request Submission - An instruction request is initiated and sent for processing.

 2. Approval- Request is approved by the designated approver

3. Acceptance - the request is formally accepted for execution.

4. Execution - Once the request is accepted, it is carried out in accordance with the specified instructions, ensuring proper processing.

5. Completion - Upon execution, the request is marked as completed.

 This workflow ensures that all instructions are handled efficiently and systematically, maintaining order and accountability in the process.