Budget transfer
Moving budget from one line to another through approval.
A budget transfer moves an amount from one budget line to another without changing the total. In Vintage People transfers are off until you allow them, and each kind is switched on separately: within a department, between Opex and Capex, and between departments. A transfer goes through its own approval workflow and moves the budget only at final approval, as a minus on one line and a plus on the other.
Related terms
See it in practice
Set up budgets and spending requests
Upload the year, publish it, and choose what happens when a request is over the balance.
Ask for more budget, or move it
How revisions and transfers go through approval and change Revised, never Original.
Reconcile spend at month-end
Download approved spend by GL code, department and location, or as a Zoho Books journal.
See it applied to real payroll
Vintage People applies these statutory rules on every run, with a full audit trail.