The Cash Flow module can stop you from editing forecasts for two common reasons: a missing Actions button or a budget-level restriction. This article explains how to identify and resolve each issue.
Find the cause
| What you see | Cause | Fix |
|---|---|---|
| The Actions button is missing beside a budget | Budget Cash Flow Entry is turned off | Turn it on (see Restore the Actions button) |
| The message "You cannot edit this cash flow forecast while it is under a Budget Level Cash Flow." | A parent budget has been cash-flowed | Clear the budget cash flow (see Clear budget cash flow) |
Restore the Actions button
The Actions button may disappear from beside a budget in the Cash Flow module. This occurs when Budget Level Cash Flow entry is turned off.
- Go to the Cash Flow page.
- Click the Settings Cog button in the top-right corner.
- Click the toggle next to Budget Cash Flow Entry to turn it on.
The Actions button reappears beside your budgets.
Fix "You cannot edit this cash flow forecast"
You may see the message: "You cannot edit this cash flow forecast while it is under a Budget Level Cash Flow."
This occurs when a parent budget has been cash-flowed. Budget-level cash flow disables editing for all sub-budgets, contracts, and forecasts within that budget.
Identify the affected budget
Look for the orange line on the left-hand side of your budget structure. The orange line shows which budget has been cash-flowed.
Clear budget cash flow
Warning: This action deletes all cash flow forecasts for that budget. You must re-forecast all cash flows. This action cannot be undone.
- Click the Actions button next to the cash-flowed budget (the one with the orange line).
- Select Clear Budget Cash Flow.
Tip: Before you clear budget cash flow, decide whether you need budget-level or contract-level cash flow entry. This helps you avoid the need to re-forecast.
Need help?
Contact Mastt Support for additional assistance with the Cash Flow module.