SKY View vs. Classic: Resolving to a budget within a request

Janet Hong
Janet Hong
Third Anniversary Boomerang (2024)
in Blackbaud Grantmaking™ General Discussions

I have a budgeted request, but we increased the giving above the budget. In Classic, I could resolve this within the request, it would ask if I wanted to transfer funds now. In SKY view, I was told I have to go to Financial/Budget module, transfer the money and then go back into the request and then pay it from the budget. Can we have that feature in SKY view? Please?

Comments

  • Alexis Fish
    Alexis Fish
    Ninth Anniversary Kudos 2 Participant Facilitator 1

    Hi Janet, Thank you for your post. The ideas portal is a perfect place to put this becuase they you will receive and automatic notification when it has been updated. If you've already put it there - fantastic! If you would like assistance putting it there let me know and we can do it together (if I do it for you I would get the automatic notificiation). Best, Alexis (Alexis.Fish@blackbaud.com)

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