How do I handle payments that exceed the budget?

Warning: Only clients that have the Budget Overages feature setting enabled in their account will be allowed to exceed budgets and withdraw additional funds from funding sources. This setting can only be enabled by the Implementation team.

Note: This only applies to cash payments.

If a budget is exceeded when creating a payment, you will be required to determine where the overage funds should come from. Examples of actions you may take when a payments exceeds the amount available in the budget are below.

• If the funding source attached to the budget has enough unallocated funds to cover the payment, you will have the option to move funds from the same funding source.

• If the funding source attached to the budget does not have a sufficient amount for transfer, you will be prompted to move funds to make a partial payment.

• If the funding source attached to the budget does not have any unallocated funds to cover the payment, you will be prompted to choose a new budget and funding source from those available to the program cycle.