Reallocation Requests
If your organization finds that funds need to be shifted from 1 natural account to another within the budget utilize a Reallocation Request. Please note Reallocation Requests should be used sparingly as it can be a sign of improper allocation in the budget request process on behalf of an organization.
The process for Reallocation Requests is below:
- 1. Log into WaveSync
- In the top right-hand corner click on the nine-dot square and go to “Manage”
- Go to your organization’s page. This pulls up the management features of your organization (the backend of your organizations portal)
- Click on the three horizontal stacked lines by your organization’s name in the upper left to open the “Organization Tools” sidebar
- Then click on Finance in the “Organization Tools” sidebar
- On the Finance Page you will see “Budget Requests”, “Purchase Requests”, “Funding Requests”, and “Accounts”
- Go to “Create New Request” in the upper right and select “Create Budget Request”
- From here utilize the budget form titled “Reallocation Requests”