Linq ERP Budget Transfers

There may be times when an account for the requisition you wish to create doesn’t have enough money. Therefore, you must transfer money into the account. Check with the Supervisor of HR. He will let you know which account to get the money from (or he will have the Business Administrator provide the funds). If you need to do a transfer, you must create the transfer as follows:

• Log into Linq ERP, click on your name, click Change Roll, click Requestor
• On the main Requestor menu, click Budget Transfer Request.
• Click the + sign, then click Reference #
• Click on the box for Budget Date and type today’s date.
• Click on Cost Center and type 09
• Click on the second Reason line (not the one with the down arrow, the the one below it) and type in how the transferred money will be used.
• Budget type should be Transfer
• Under the Account Number/Description column, go to the first box, click on the drop down arrow and pick the account number for the account you wish to draw the money FROM.
• Tab over to From Amount From Measure column and type in the amount you wish to transfer.
• Click the second box under the Account Number/Description column, click on the drop down arrow and pick the account number for the account you wish to transfer the money TO.
• Tab over to To Amount To Measure column and type in the amount you wish to transfer.
• NOTE: The From Amount From Measure figure and the To Amount To Measure figure must be the same $ amount.
• Above the Budget Type box, see OK for Approval and click the white box to the right. (You cannot do this until the Account #‘s and amounts have been entered, as instructed above).
• Click on the Print BA box (near the center of the page).
• Save the Transfer.
• Email you Supervisor of HR that this transfer was made and is awaiting approval.
• You may need to wait a few days before the transfer is approved.
• Once the transfer has been approved, you can create your requisition.