The Cash Flow module may prevent 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.
Missing 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.
Restore the Actions Button
- 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.
Cannot Edit 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
- Click the Actions button next to the cash-flowed budget (the one with the orange line).
- Select Clear Budget Cash Flow.
This action deletes all cash flow forecasts for that budget. You must re-forecast all cash flows. This action cannot be undone.
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.