This guide helps you resolve two common Cash Flow module problems:
- Missing action buttons
- Editing restrictions on budget forecasts.
Missing Actions Button
Problem: The Actions button has disappeared from beside a budget in the Cash Flow module.
Solution: Budget Level Cash Flow entry has been turned off. To restore it:
- Click the Settings Cog Button at the top-right corner of the Cash Flow page
- Click the toggle next to Budget Cash Flow Entry
Result: The Actions button will reappear beside your budgets.
Cannot Edit Cash Flow Forecast Error
Problem: You see the message "You cannot edit this cash flow forecast while it is under a Budget Level Cash Flow."
Cause: A parent budget has been cash-flowed, which disables cash flow entry for all sub-budgets, contracts, and forecasts within that budget.
Identify the issue: Look for the Orange Line on the left-hand side of your budget structure. This shows which budget has been cash-flowed and all items contained within it.
Solution:
- Click the Actions button next to the cash-flowed budget (the one with the orange line)
- Select Clear Budget Cash Flow
Important warning: Clearing Budget Cash Flow will DELETE all cash flow forecasts for that budget. You will need to re-forecast all cash flows. This action cannot be undone.
Alternative: Consider whether you need budget-level or contract-level cash flow entry before clearing existing forecasts.
