Incremental carry forward option — Cloud Customer Connect
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Incremental carry forward option

Summary:

Is there a way to do an incremental Carry forward/ override the Carry forward

Content (please ensure you mask any confidential information):

The year end process takes a few months to complete in system and during that time expense entries are created in both current and previous years. To facilitate transactions in new year, Budgets need to be carried forward on Day 1. While the previous year is still open, budget can still be consumed.

If we run the Carry forward funds process again, it just adds to the already carried budget amount. It does not even override it with a new amount.

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