How to Use Budget Transfer

Budget Transfer creates a Batch when posted. The Batch code (BUD) is internal in the application so the user does not have to pick a Batch Code.

Use the following steps to transfer a budget:

1. Click on the Business tab, click Budget, and select Budget Transfer.

2. In the Budget Transfer screen, click on the Add button to add as many line items to the grid as needed.

3. Enter the G/L Account in each line item, as required or click on the Search icon to search for a G/L Account.

Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.

4. Enter the amount to transfer in the Transfer Amt column for each line item.

Note: The Total Balance must equal zero to allow budgets to be posted to the alloted G/L account(s).

5. If applicable, enter or update the Description and/or Reference for each line item.

Note: Click on the Delete icon to remove a line.

6. Click on the Post button to post the budget transfer amounts to the alloted G/L account(s).

Note: Click on the Print button to print the budget transfer information.

7. If Print is selected, click on the downloaded .pdf file (bottom left corner) to view.

Note: The options to Save (Download) and/or Print are available.