How to Budget for Adminstrative Transfer(s) in PLANix

Admininstrative Transfers is a process of transfering internal organization' funds from one Section (with budget surplus) to another Section(s) with budget deficit.


1. Open Global Maintainance Module

2. Open Budget Preparation Folder  >> Administration Charges >> Submit Administrative Transfers

3. Add desired line(s) by using Lines box on Top Left- insert number of lines in the Lines box e.g 5 and click Add button close by. Five blank lines will be added..

4. Read the title headers and follow color coding rules to apply the information accurately. (Check Color Codes in the System Introduction Folder)

5. Submit (orange button top far right) after capturing a new item(s). Always click YES on the Message box that pops up.

6. Push Data after you are done capturing all your budget lines.

N.B: To Edit Budgeted lines go to Edit Administrative Transfers matrix.

SUPPORTING LINKS: Click the link(s) below for related articles:

How to Edit Administrative Transfers In PLANix

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