Electronic Budget Transfer Information

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Presentation transcript:

Electronic Budget Transfer Information

The Electronic Budget Transfer : Will only allow temporary transfers (BD04) Only process whole dollars (do not use cents) Will only allow transfers between maintenance and operation (M&O) lines Will not process budget transfers if it involves: Salary Lines Expense Transfers Research or Matching Index (R or M as part of the index) Grants/Restricted Funds Account Code beginning with a “5” or “8” ***If the transfer involves these lines, a paper budget transfer will need to be completed.

Types of Electronic Budget Transfers Budget Transfer (Maximum of 2 lines) Multiple Line Budget Transfer (Maximum of 5 lines)

Electronic Budget Transfer Access Access will be designated by: Vice President Dean Department Chair or Director ***Department Chair or Director can only process transfers within their department Access only to prior banner finance index(es) Access Forms located on the Budget Office webpage

Submit Access Form