How add a File Requisition
Client account instructions involve tasks directly related to financial transactions regarding a client’s account. These instructions may include payments, refunds, or fund allocations. These tasks often need higher-level approvals or checks since money is involved.
- Log into the system
- Go to "File Management module" or "Case Management Module" scroll down to "Instructions" section then click on "File Instructions" link
- 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 form, required to fill date, client, file, instruction type, instruction category (client account instruction), receiver, Turn-Around-Time, description and amount. instruction which involves financial items, scroll down on the description section and make a quick description of the items requested for and amount. Add the item by clicking on the Add button then proceed to select the approver.
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 a instruction Workflow Process
1.Request Submission - An instruction request is initiated and sent for processing.
2.Acceptance - the request is formally accepted for execution.
3. Execution - The accepted request is then executed according to the specified instructions/posting feedback
4. 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.