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PSM-FM: Automatic Transfers between funds

Former Member
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Dear Experts,

I have a question regarding transfers between Funds.

I am using funds to represent year quarters, I would like to know if there is any possibility of making automatic transfers of remaining budget in one Fund to the next.

Is there any functionality to execute this transfer?

Tjanks in advance.

Kind regards,

Joana Mensurado

Accepted Solutions (0)

Answers (1)

Answers (1)

iklovski
Active Contributor
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Hi,

There is no standard functionality, but certainly you can develop a process for this.

Regards,

Eli