There are a couple of reasons why you may not be able to edit Cash Flow, but they are easily fixable.
Table of Contents
- The Actions Button has disappeared
- "You cannot edit this cash flow forecast while it is under a Budget Level Cash Flow"
The Actions Button has disappeared
If the Actions Button has disappeared from beside a Budget in the Cash Flow module, Budget Level Cash Flow entry has been turned off. It's very easy to turn it back on - click on the Settings Cog Button at the top-right-hand corner of the Cash Flow page and click the toggle next to Budget Cash Flow Entry:
"You cannot edit this cash flow forecast while it is under a Budget Level Cash Flow"
If a Budget has been cash-flowed, then it disables cash flow entry for any budgets, contracts or forecasts within that Budget. You can easily see which budget has been cash-flowed using the Orange Line on the left-hand side (it will also show all the contracts, forecasts, and budgets that are contained within the Budget Cash Flow):
If you want to remove the Budget Cash Flow and start editing the Cash Flow at a different level (sub-budget or contract cash flow), you can click on the Action button next to the cash-flowed Budget and click Clear Budget Cash Flow:
Clearing Budget Cash Flow will DELETE all cash flow forecasts for that Budget and you will need to re-forecast all cash flows. This cannot be undone.