Submitting Transfers

There are two primary roles, for MyFD: preparer and submitter.

When preparers click on "Submit," the prepared transfer status becomes "submitted for local review." The transfer will remain in this pending status until reviewed and submitted by a submitter within the initiating unit.

When the unit submitter clicks on "Submit" the transfer status then becomes "Submitted;" transactions in submitted status will be uploaded to FAS for processing.

• Budgets in Status 3 are closed to all expenditures and revenue, but for grant budgets, still allow for Journal Vouchers and Expense Transfers; all other budget types are considered closed when in Status 3.
• 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.

But how do I know if I'm a preparer or a submitter?

If you are unsure what access or role you have, you may check your MyFD authorizations in ASTRA.

Submitting a Prepared Transfer

1. Select Saved and Submitted from the Transactions dropdown menu
2. Search for transactions by UWNetID, by the "from" budget number or organization code.
3. Click Go
4. Click on the blue description link for the appropriate item
5. Review the completed Expense Transfer form
6. Click Submit Now to submit the transaction for FAS processing

OR

7. Click Edit to make changes to the Transfer Expense Form, including adding a note before returning the transaction to a preparer

Best Practice: When asking a preparer to correct a transfer before submitting, the reviewer should edit the transaction to add a note detailing why the transfer has not been submitted as is.

See Locating Transactions or Preparing Transfers for more.

Need More Information?

See our Expense Transfer FAQs.