Manual
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Money Trail Help Page This Document explains the use of some of the very basic actions that you’ll perform 1. Login Page Each user will have one user account s/he can login with. Here, every person of IIT Mandi will have an account with username and password as credentials. 1.1. Steps 1.1.1. Fill Username 1.1.2. Fill Password 1.1.3. Hit Enter/Click ‘Log In’ 2. Account Selection: Each user account will have multiple finincial accounts. S/he can select any account after user login. Only finincial account will have their respective data in the system. User account just serves the purpose of finincial account selection towords a user. 2.1. Steps: 2.1.1.1. Click on the appropriate account Choose Account 3. The Account: Now that you are done with selecting your desired account a account home page pops up which shows things like your balance, your expenditure, etc.. You can perform various actions with your account that a normal person needs to, such as Looking at the transactions, Uploading bills, viewing them, requesting more money. 3.1. Your transactions: You can look at where you sent the money and where you received the money and how much.(Image below) 3.2. Billing: Been spending money eh! Well you need to keep track of it. 3.2.1. Adding bills 3.2.2. Checking bills: Need to view your uploaded bills, No problem! 3.3. Need More money: Well this will be explained in elaborated steps in next section 4. Requests: A request is an action that is initiated when a person has need of more money and requests for more money. The request goes from two layers of approval i.e. The source account and the Audit Section , the latter being more thorough 4.1.1. Requesting: An account can put up requests, and have to choose an audit section and Source(Donor) account so as to start a valid request. 4.1.2. Request Status: When a request is created it will be added to your request log and it you can view its status whether it is approved, audited or not 4.1.3. Source Account approval: When a request it created a entry is logged into the source account, which he/she can see in their reuests tab. 4.1.4. Auditing: The request now goes to the auditing department where the auditor can perform various options like editing the amount int the request, viewing the bills to see their authenciticity,etc…(Auditing discussed in details on the next section) Note: A non approved request won’t be proceeded to the audit section. 5. Auditing: An auditors job is to make sure that each and every request is legit, He/she takes some steps to ensure this 5.1. Bill re-viewing: The auditor can take a look at the bill of an account that created a reques 5.2. Editing Request: If the auditors finds something wrong or doubtfull then he/she can change the amount claimed: 5.3. Final Nod: After carrying out these steps the auditor approves(Audits) the request and then the money is transferred from the source account to the requestors account and a transaction entry is logged into the transaction log
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File Type : PDF File Type Extension : pdf MIME Type : application/pdf PDF Version : 1.7 Linearized : No Page Count : 8 Language : en-US Tagged PDF : Yes XMP Toolkit : 3.1-701 Producer : Microsoft® Word 2016 Creator : Hrishikesh Sarode Creator Tool : Microsoft® Word 2016 Create Date : 2018:06:10 00:58:45+05:30 Modify Date : 2018:06:10 00:58:45+05:30 Document ID : uuid:E1B93893-A1CE-46D7-99B7-C3BF42C34771 Instance ID : uuid:E1B93893-A1CE-46D7-99B7-C3BF42C34771 Author : Hrishikesh SarodeEXIF Metadata provided by EXIF.tools