Occasionally you may need to transfer amounts between budget line items. This is a achieved with a budget transfer.
1. Click on the budget line you want to transfer from.
2. On the budget history click Budget Transfer on the tool bar.
3. Give the transfer a descriptive Title.
4. If there is an approval process select Pending Approval as the status.
5. Select the Destination budget line item you want to transfer to.
6. Enter the amount to transfer.
7. Click submit.
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Transfers will show in the Proposed adjustments column until approved, whereby they will move to the approved adjustments column. |