Check Request
Streamlines the receiving, analyzing, and approving of check requests within a company's finance and accounting organization.
Workflow Steps
Step 1 - Submit Digital Check Request
An employee fills out a standardized digital form with payee information, amount, mailing address, and attaches supporting documentation (e.g., invoice, W-9 form).
Step 2 - Manager Approval Workflow
The request is automatically routed to the employee's manager for approval, verifying the legitimacy and budget allocation of the expense.
Step 3 - Finance Department Processing
The finance team reviews the approved request, verifies the details against vendor records, and queues the check for printing in the accounting system.
Step 4 - Check Disbursement & Record
The check is printed, signed by an authorized party, and mailed to the payee. The transaction is automatically recorded in the general ledger, and the requester is notified.
The Purpose of Check Request
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