Transfers 

Use

You can use a transfer to move funds from an integrated budget structure element to a budget structure element for personnel expenditure.

You can only make transfers within a budget hierarchy that was generated in Funds Management. If you want to transfer budgets between two different budget hierarchies, you must do so in Funds Management, since this is where the budget is managed.

Prerequisites

The overall budget must have the budget status Released.

Features

During a financial year, you can transfer approved budget from one integrated budget structure element to the budget of a budget structure element for personnel expenditure within the same integrated budget hierarchy.

This transfer reduces the budget of the source budget structure element and increases the budget of the target budget structure element.

When you create a transfer, the active availability check checks whether the source budget is actually available.

 

See also:

Creating a Transfer