Transfer Balances Button in Budget Register Entry is Disabled

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Posted on by Abigail Verano

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Hi,

I am trying to make a budget transfer transaction however the transfer budget button is disabled.

Budget type is transfer and I also do not have any active budget transfer rules set up.

I am not sure what set-up is missing why the transfer balances button cannot be used.

Thank you!

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Suggested answer

saurabh bharti 15,039 Moderator on at

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can you if this has to be approved first using workflow?

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Abigail Verano 117 on at

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Hi Saurabh,

Thanks for the reply.

We don't have any budgeting workflows set up for now and budget code also does not have a workflow tagging.

Thanks!

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nilfri 122 on at

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The reason is the Budget code that you have selected. It uses the Budget type Transfer.

Any Budget code (the ones that you create) leading to Budget type Transfer (enums created by Microsoft), and then the action Transfer balances are two incompatible things to me. In the application as well as in the real world.

The Budget type Transfer is used when you want to modify an already existing budget by taking from one account or financial dimension to add to another. The balance - the total amount of the debit AND credit amounts - in that transfer must be 0. You do not change the overall budget in the budget model.

The action Transfer balances is when you want to transfer balances from Actual. You do change the overall budget in the budget model. Thus your Budget codes leading to Budget types Original budget or Revision could be good options here.

Solution: Select a Budget code that doesn't use Budget type Transfer - but rather Budget type Original budget, Revision, etc.

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Abigail Verano 117 on at

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Thank you, Finn! I have a better understanding now.

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Community Member on at

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@nilfri - thank you for the detailed response. I, too, am facing the same question except I already had the Budget code set to Transfer. I have entered 2 lines, a positive and a negative, so that the 2 amounts net to zero but am getting an error when I click on Update budget balances to move the budget entry to Completed from Draft. Based on the error messages I would have expected the entry to remain in Draft status but it changed to Completed.

I do see both sides of the entry reflected in the Budget Analysis as if the budget entry worked. But I would like the error message to not occur.

I must be missing some setup but I am unfamiliar at where to begin looking.

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