The Budget amount can be transferred from one budget item to another budget item with the 'Create Budget Transfer" option in the Triple Bar Menu.
- Click on the triple menu to see the 'Create Budget Transfer' option.
- Click on the option to open the 'Create Budget Transfer' popup.
- In the Create Budget transfer select Budget line item From and To from the dropdown.
- Enter the Transfer Amount and notes according to the requirement and click on create to create the Budget Transfer.
How to?
How to Create Budget Line Item
How to Use the calculator feature in Budget Manager
How to Add a vendor to Budget Manager
How to use the Right pane in Budget Manager
How to create Direct Cost for a Budget List
How to Transfer Budget in Budget Manager
How to Customize Calculated Columns
How to Edit and Modify existing view
How to Configure List Manager for Budget Manager
How to rearrange and sort columns in Budget Manager
Budget Related Information:
Last Updated: Dec-28-22