3.7.1. Budget Transfer Entry

The following walks you through how to enter a Budget Transfer Request:

*This module opens in Search Mode – click the + sign to change it to Enter Mode

1. Click the ‘Reference’ button to generate a no (tab)
2. Enter date 03252025 format (tab)
3. Enter the cost enter (tab)
4. Enter a brief and concise description. Do not reference PO numbers (tab)
5. Enter the account number you are taking the funds from (tab)
6. Enter the same description used in # 4 (tab)
7. Enter the amount to be transferred (tab)
8. Click the plus sign to add a line
9. Enter the account number to transfer the funds into (tab)
10. Enter the same description used in #4 and #6 (tab)
11. Enter the amount to be transferred
12. Check the ‘Ready for Approval’ box
13. Click the Save Icon