Transfer Value Overrides

The Transfer Value Overrides View is responsible for filtering the set of transaction allocations, gl allocations and allocations that will be transferred by this operation.

---

Transfer Value Overrides Features

By default the system will transfer the specified percentage from the Source Entity to the Target Entities for all transactions, and allocations that Source Entity is involved in.

You can further restrict, or alter, that behaviour. The Value Override allows you to specify changes to the percentage that is being transferred for specific transaction values, and associated gl posting values.

Tip

For instance, you can say that the transfer shouldtransfer 100$ of everything from the Source Entity, except for a certain transaction value type where you want to override the percentage to 0 - they keep all allocations for those transaction values, they are not transferred.

Important

This typically should only be applied to transaction values that you've always used in a Transaction Allocated fashion where you specify the individual allocations to each entity. Transactions that are dynamically allocated using a Path will not be affected by this.

---

Transfer Value Overrides Properties

Transfer Value Overrides have the following properties:

Name	Description
[Required] [Key] Transaction Type Value	The Transaction Type Value you want to provide a percentage override for all transaction and gl posting allocations against this transaction value for
Override Percent	The percent you want to change the Source Entity to in terms of what percentage they will be transferring from all allocated transactions and gl postings with this transaction type value

---

Commands

Note

A Transfer Value Override has the standard set of commands and functions when being viewed from a grid. See our standard grid functionality.