Finance Float Transfer Requests

Float Transfer Requests

Introduction

When a cashier needs additional float but cannot initiate a direct transfer themselves, they can request a float transfer from a supervisor. The request workflow allows the cashier to flag the need without requiring the IssueFundTransfer privilege.

Navigation

Main Menu → Financial Transaction Manager → Float Management tab

Requesting a Float Transfer

Privilege required: RequestFundTransfer

1. In the Float Management tab, click Request Float Transfer.
2. The system opens cashier/fund_transfer_request_bill.xhtml.
3. Enter the requested amount and payment method.
4. Enter denomination preferences if needed.
5. Add a reason/note explaining why the float is needed.
6. Click Submit Request.
7. Print from cashier/fund_transfer_request_bill_print.xhtml.

Processing Float Requests (Supervisor)

Privilege required: ProcessFundTransferRequest

1. In the Float Management tab, click Float Requests For Me. A badge shows pending count.
2. The system opens cashier/fund_transfer_request_bills_for_me.xhtml.
3. Review each request: requester, amount, reason, denomination preferences.
4. Click Issue Transfer to approve and create a fund transfer bill (navigateToFundTransferBillFromRequest(Bill)).
5. The requester receives the float through the normal float transfer acceptance process.

Viewing My Requests

In the Float Management tab, click My Float Requests to open cashier/fund_transfer_my_requests.xhtml. This shows all submitted requests with status: Pending, Issued, or Declined.

Technical Reference

Item	Detail
Controller	FinancialTransactionController
Submit request	navigateToFundTransferRequestBill()
Requests for me	navigateToFundTransferRequestsForMe()
My requests	navigateToMyFundTransferRequests()
Issue from request	navigateToFundTransferBillFromRequest(Bill)
Privilege: request	RequestFundTransfer
Privilege: process	ProcessFundTransferRequest