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Budget Execution·支援代碼BUD-005 管理員／人事專用

Budget Transfer (Reallocation) Between Departments or Line Items

Submit a budget transfer request to move funds from a surplus area to a deficit area within your organization.

[What is a budget transfer]

When a budget line or department runs short, surplus funds can be moved from another line or department.

Also called budget reallocation, amendment, or virements.

[Apply for a transfer]

  1. 1.Planning → Budget Management → Apply for Budget Transfer
  2. 2.Select source (line item / department to reduce)
  3. 3.Select destination (line item / department to increase)
  4. 4.Enter transfer amount and reason
  5. 5.Submit for Approval

[Approval flow]

Usually requires approval from both department managers and Finance.

Flow design is set per tenant (see #GUIDE-022 for configuring approval flows).

[Dashboard update]

After approval, each department's budget balance auto-updates.

View revised balances in the #BUD-003 dashboard.

[Year-end restrictions]

Transfers may be restricted near fiscal year-end (tenant-dependent).

Apply early to avoid delays.

⚠ Budget transfer policies vary by management and finance guidelines. Follow your organization's rules.

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