Single Transactions

Initiate the transfer of a posted expense by locating an individual transaction from the Transaction Summary Report.

  1. On the Transactions drop-down menu, select the Transactions Summary report.
  2. Input budget number into View Budget # field
  3. In the date drop-down menus, select the time period in which the transaction to be transferred occurred
  4. Click "Go"
  5. Use the +to expand all Account Codes (located just to the left of the Account Code column)

Multiple Transactions

Initiate the transfer of posted expenses by locating multiple salary transactions for a single employee, or multiple transactions for a single budget using the Query tool.

For salary transactions
  1. On the Queries drop-down menu, select Create New
  2. Select the Salary Transfer template from the Expense Transfer Templates section
  3. In step 1, enter the budget number(s), OR select a budget list, OR enter an organization code to query
  4. Report fields have been pre selected in step 2; add or remove report fields as needed 

 Note: These report fields will be the columns of information returned in the query result.

  1. In step 3a, select the time period you want to query
  2. Step 3b has been prefilled to refine the query results—do not change the first two lines of criteria!  In the third line, enter the employee ID number
  3. Select Expense Transfer output in step 3c
  4. Name your query and select Save & Run
  5. Query results will appear on the Status & Results page after the query is complete

Note: If you have made changes to the original template, you can name and save the query so that you will be able to run future queries from your customized template.

For non-salary transactions:
  1. On the Queries drop-down menu, select Create New
  2. Select the Transaction Summary template from the Reporting Templates section
  3. In step 1, enter the budget number(s), OR select a budget list, OR enter an organization code to query
  4. Report fields have been pre selected in step 2; add or remove report fields as needed 

Note: These report fields will be the columns of information returned in the query result.

  1. In step 3a, select the time period you want to query
  2. Step 3b has been prefilled to refine the query results—do not change the existing lines of criteria! 
  3. Refine your query further by adding additional lines of criteria in step 3b
  4. Name your query and select Save & Run
  5. Query results will appear on the Status & Results page after the query is complete

See Preparing Transfers or Submitting Transfers for more.

Need More Information?

See our Expense Transfer FAQs.