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