To request funds
Open the Volopay mobile app.
Slide down in the “Wallet” section.
Click on ["Request funds"]
Select the budget from which you want the funds. (e.g., select "Marketing" if you want to draw funds out from the "Marketing" budget.)
Now choose your card (physical or virtual) in which you want to add the requested funds.
Finally, enter the desired amount, add a relevant note and click on "Request" button at bottom of the page as shown:
To send funds
Open the Volopay mobile app.
Slide down in the “Wallet” section.
Click on ["Send funds"].
Select the budget from which you need to send the funds. (e.g., Sales)
Now, select the member to whom you want to send the funds.
Select the card of that member (physical or virtual) to which you want to add funds
Finally, enter the amount, add a note and click on ["Send"] button at the bottom as shown:
Didn't get it? No worries, watch a quick video here for both - web as well as mobile app.
To approve funds
If you're a "Budget-owner", you can approve your team's requests using the Volopay mobile app.
Open the Volopay mobile app.
Navigate to the ["Alerts"] tab.
You can see all the pending requests under this section.
Click on the approval request. Now, simply check and click on DENY/APPROVE as per the conditions.