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Transfers

Revenues and Expenses need to be reflected in the correct accounting unit (AU) and account. This is true for a budget, an appropriation, and most importantly for actual revenue and expense transactions. This webpage is intended to provide guidance on the forms and requirements for transferring budgets, appropriations, and actual revenue and expenses. In most instances, transfers should be processed within 60 days of the expense date.

Refer to the Transfer Types section and Transfer Decision Tree to determine the appropriate form to use. 

Transfer Types

Transfer Decision Tree

Click here to view the Transfer Decision Tree to determine the appropriate transfer form.

Forms and Instructions

Approvals

Please refer to each form’s instructions for specific guidance on the required approval. In general, the responsibility of authorizing transfers rests on administrative officials who have Signature Authority. An AU/Level Access Form (Instructions) can be used to request additional or revised Signature Authority for one AU or Level. A System Access Request Form (Instructions) can also be used to establish new or revised Signature Authority for a single user. 

All transfers will be reviewed by the respective Finance departments to determine the transfer's validity before posting. 

Revenues and Expenses need to be reflected in the correct accounting unit (AU) and account. This is true for a budget, an appropriation, and most importantly for actual revenue and expense transactions. This webpage is intended to provide guidance on the forms and requirements for transferring budgets, appropriations, and actual revenue and expenses. In most instances, transfers should be processed within 60 days of the expense date.

Refer to the Transfer Types section and Transfer Decision Tree to determine the appropriate form to use. 

Transfer Decision Tree

Click here to view the Transfer Decision Tree to determine the appropriate transfer form.

Approvals

Please refer to each form’s instructions for specific guidance on the required approval. In general, the responsibility of authorizing transfers rests on administrative officials who have Signature Authority. An AU/Level Access Form (Instructions) can be used to request additional or revised Signature Authority for one AU or Level. A System Access Request Form (Instructions) can also be used to establish new or revised Signature Authority for a single user. 

All transfers will be reviewed by the respective Finance departments to determine the transfer's validity before posting.