Get Transaction Approval Request Form - Dags

The Transaction Approval Request Form - Dags is essential for authorizing spending from DAGS accounts. Filling this form out accurately ensures that your transaction requests are processed smoothly and efficiently.

Follow the steps to fill out the Transaction Approval Request Form - Dags online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, labeled 'Expense Description', provide the required details: Start by entering the payee's name in the 'Payee' field.
3. Next, fill in the 'Date of Requirement' to specify when the purchase is needed.
4. In the 'Purchase description', describe the item or service you wish to procure clearly.
5. State the 'Reason for purchase' in detail to justify the transaction.
6. Identify the 'Vendor' from which the purchase will be made. Include their name and relevant details.
7. Complete the 'Cost' section by entering the price, followed by the applicable tax.
8. Select whether the transaction is categorized as 'A (Board-Level)' or 'B (Other)'.
9. Indicate the associated 'budget line' and choose the appropriate 'spending category'.
10. In the 'Verification and Approval' section, the verifier must provide their initials and, if applicable, the Chair of the Board must sign and date the form.
11. If the spending falls under 'Category B: Other Spending', the verifier should again provide their initials, and an approver's signature is required.
12. Finally, after completing all sections, users can save changes, download, print, or share the form as needed.

Complete your Transaction Approval Request Form - Dags online for efficient processing.