Build your budget transfer approval.

How to build your budget transfer approval

1. 1

   Describe the job

   Keep both budget owners involved when money is proposed to move between budgets.

2. 2

   Review the first version

   Choose how the finance coordinator records the source budget and how the budget owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your budget transfer approval

• Keep the source budget in context

  Keep source budget, destination budget, amount, reason, source owner and destination owner together so the next person can understand the request or record.

• When the next step needs a decision

  One department approves a transfer but the receiving budget owner has not confirmed it. Keep the transfer proposed until both required decisions are recorded.

• Keep destination owner visible

  Record the reviewed amount and both owners' decisions before changing the allocation.

• Choose what each person needs

  Give the finance coordinator a working view and the budget owner a review view. Keep source budget and destination budget attached to the decision as the work moves between them.