Requirements to complete an Expense Transfer

• The expense must be posted.
• A backup showing what is being moved must be attached.
• A detailed explanation of why an Expense Transfer is needed.
• All signatures from the correct Administrator.
• Make sure there is a budget in the account the expense is being moved to.

Requirements to complete an Appropriation Transfer

• A detailed explanation of why an Appropriation Transfer is needed.
• All signatures from the correct Administrator.
• Make sure there is a balance in the account the budget is being taken from.

For more detailed information, please watch our video tutorial on how to complete Expense Transfers.