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Fiscal Year End / Biennium Reporting

Dean's Day access must be granted in ASTRA for the budget you are transferring from, not the budget you are transferring to. Check ASTRA to make sure that your access is correct for the budget you are transferring from. If your access looks accurate, please contact us at myfdhelp@uw.edu to review the transaction.

Transfer of Expenses

Dean's Day access must be granted in ASTRA for the budget you are transferring from, not the budget you are transferring to. Check ASTRA to make sure that your access is correct for the budget you are transferring from. If your access looks accurate, please contact us at myfdhelp@uw.edu to review the transaction.

For most transactions, anyone with submitter authorization for the original budget may un-submit. Additionally, preparers who are part of the audit trail for a transaction may un-submit. Transactions that are submitted for central office review may not be un-submitted by the department submitters or preparers.

Yes, and No. The budget status in MyFD is accurate as of the previous business day; the status may have changed since then. MyFD will not prohibit a user from submitting a transaction to a closed budget. However, if a budget is closed, the transaction will be rejected by FAS.

Transactions returned by a Central Office or department submitter should include a note that details the reason for return. Transfers rejected by the system will include an error code and message.

Yes. Budgets in status 3 are open to journal vouchers, which is in essense what an expense transfer is.

Items with a Submitted for Local Review status have been initiated and submitted by a user with Inquiry action only. Transfers with this status will not post until reviewed and submitted by a user with the Expense Transfer action for the budget being transferred from.

Transaction Date 2 is the Earned Pay Period End (EPPE) date, or the date the salary or hours were earned. Transaction Date 3 is the paid Pay Period End (PPE) date, or the date the salary or hours were paid. These dates may be the same.

If a billing department issued an ISD or CTI incorrectly, contact the billing department and request that they correct or reissue the charge.

There are a number of statuses you might see. Here are some of the most common:

Status   Explanation
Saved

=

Expense Transfer Form has been at least partially completed and saved.
Saved (Submission Withdrawn)

=

Transfer was submitted and then unsubmitted
Returned by System

=

Transfer was returned by FAS system
Returned by Compliance

=

Central Office Reviewer returned transfer
Partially Returned by System

=

Part of the transaction was returned by FAS
Submitted for Local Review

=

Expense transfer has been filled out and is waiting for a department submitter (someone who has Expense Transfer status, in ASTRA, for this budget) to review and complete this transfer.
Submitted for Compliance Review

=

Restricted transaction submitted by department submitter; awaiting submit by Central Office submitter
Submitted

=

Transaction submitted and will be picked up for processing by FAS
System-In Process

=

Transaction has been picked up by FAS and will process overnight.
Posted

=

Transfer successfully processed and posted
Deleted

=

Expense Transfer Form has been deleted. This form will remain on the Saved & Submitted screen for 3 months before being removed completely.

Revenue transfers, lump sum transfers, fabrications, and deficit transfers cannot be transferred using MyFD. More information for transferring these items may be found:

Grant & Contract Accounting Budgets:
http://f2.washington.edu/fm/gca/spending-invoicing/transfer-money/grant-...
Contact: gcahelp@uw.edu
State/self-sustaining Budgets:
http://f2.washington.edu/fm/bao/JV

Items with a Submitted for Compliance Review (this may include messages such as "Submitted for Compliance Review by EIO" or "Submitted for Compliance Review by MAA") are awaiting review and submission by a Central Office. Transfers with this status will not post until reviewed and submitted by an individual with Central Office Expense Transfer action.

A complete list of transactions reviewed by Central Offices is included in the Policies and Procedures section.

The glossary contains additional information about the FAS errors which may be helpful.