Login instructions for C3PO can be found HERE
Budget Transfer Requests
The budget transfer feature enables you to request money transfers line by line within the system, streamlining the process and eliminating the need for numerous email exchanges.
To initiate a budget transfer request, click on the "Create Budget Transfer" button located in the top-left corner.
After clicking the "Create Budget Transfer" button, a dialog box as shown below will appear.
Specify the project, provide a detailed description explaining the fund transfer, and click "Create Request." The following box will appear.
To pull money from a budget category, click “Add Category”. Select the budget category to pull money from.
After selecting the budget category you wish to subtract money from, enter the amount as a negative number, and click “Save”.
To add funds to a budget category, click “Add Category” again and select the budget category to add money to. Enter a positive number and click “Save”.
Enter comments/description in the comments box and click “Publish”.
This is what the budget transfer view looks like once you confirm and publish. The request has an ID on the top right-hand corner for reference. The budget transfer view also tells you which approvals are pending.
The approval pipeline for a budget transfer works in reverse of an expense.
- The Festival Director will approve the budget transfer.
- The Accountant does the final approval. Once the Accountant approves the budget transfer request, the funds transfer.
- Budget Increases (or those transfers that don’t pull from existing line items) will need to get external/non-C3PO approval from Emmett.
Instructions for submitting an Expense can be found HERE
My question is not answered here. What do I do now?
If you are experiencing a technical issue, email a summary of your issue to Event Systems at c3po@c3presents.com