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Budget Reallocation

Warren Hamilton
Warren Hamilton
  • Updated

Perform budget transfers from one GL account to another within the same business entity.

 

 

Navigation

1. From the homepage, go to Finance module.

2. Navigate to the Budget and select Budget Reallocation.

 

 

Guide

1. Click the Create New button.

2. Select the Business Entity and Fiscal Year and input the Reason.

3. Under the GL Accounts Adjusted, click the Add new GL Accounts and select the GL account from the list to which the budget will be allocated from.

4. click the Add new GL Accounts and select the GL account from the list to which the budget will be allocated to.

5. Once done, click the Submit for Approval.

 

 

 

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