Adding or Updating a Budget Transfer Request

Budget Transfer only applies to accounts with a first digit of one (1).

 

Entering Purchase Order Header Information

1. For new requests, click the Add Transfer link on the top right of the Main Menu page.
   

2. For entered requests, click the Update link to the right of the Check Request summary information.
   

3. Selecting the "Move Funds From Account."
   

   • Click the icon to view a menu of your budget organizations and their relevant account numbers.
     

   • Click the Account Number you would like to use.
     

   • Click the Select & Close link to enter the account number into the Budget Transfer Form.
     
     Attention: This is required.
     

   Note: Click the icon to erase the Account Number entry.
   
   Note: Click the icon to view a snapshot of the account including the Current Balance of funds available.
   

4. Selecting the "Move Funds To Account."
   

   • Click the icon to view a menu of your budget organizations and their relevant account numbers.
     

   • Click the Account Number you would like to use.
     

   • Click the Select & Close link to enter the account number into the Budget Transfer Form.

 

5. Enter the Amount you want to transfer.
   
   Note: Round to the Nearest Dollar. The system does not transfer cents.
   

6. Click the Add Record or Save Changes button to continue.
   
   Note: If you are adding a Request, then you will see the Add Record button. If you are updating a Request, then you will see the Save Changes button.
   
   Attention: If you do not have enough money in your account to complete a request, the system will alert you and assign the request a status "Incomplete."
   

7. Completing your request: Click the "Submit" button corresponding to the request on the Budget Transfer Main Menu.
   
   Note: The two step process (Add Record or Save Changes, and Submit) allows for budget balance checking and for you to edit the request if necessary.

Receiving Approval for Budget Transfer Accounts involving Travel, Postage, Equipment

1. Requests involving Travel, Postage, Equipment will need to be review by your division approval authority.
   

2. If the request is for reimbursement, select the VP that is needs to approve the request. Otherwise, submit the request when you are finished editing.
   

3. Click the "Submit this Request for Approval" button.
   
   Note: After the request is submitted, it will be pending until the staff in the Accounting Office post the dollar amount to the accounts.

Related Items

Business e-Services Overview

Navigating Business e-Services