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Reports (Transaction Summary)

Direct Costs will be listed on the Budget Summary report directly under the Total Expenditures line.

Indirect Costs can be found on the Budget Summary report listed as Total FAC and Admin Cost under the Total Expenditures line. They can also be found on the Transaction Summary report as a line for Indirect Costs.

You can find the FTE total by viewing the Transaction Summary Report and finding the FTE column next to the Amount column.

Benefit rates are summarized by account code and neither MyFD nor FAS display the individual rates per employee. The calculation formula and rates can be found here under Payroll Load Rates

The "Balance Forwarded - TC31" transactions can be ignored. They are the system's way of carrying forward expenditure totals from one biennium to the next for budgets (such as grants) that span multiple biennia. In other words, because our system only retains data for three biennia, we have to "lump sum" the expenditure totals for budgets like this in order to ensure that we have accurate totals. These transactions will only occur during biennium close and can be disregarded.

MyFD automatically displays the correct Project Reporting Period for each specific budget type and by extension, the correct Remaining Budgeted Amount. For example, for grant budgets the "Activity to Date" option is available, while for state budgets, the "Fiscal Year" and "Biennium" options are available. More information regarding Reporting Period is on our Budget Summary and Transaction Summary webpages.

There are a few explanations for why this may occur:

Your budget may have begun after the start of the selected reporting period, therefore no prior transactions would exist.
If viewing the first fiscal year of a biennium, there are no prior transactions because each biennium is accounted for separate from the next.
For gift budgets, prior transactions may appear in the new biennium as forwarded expenditures, etc.

Financial Accounting maintains the benefit rate table here, found under Payroll Load Rates - Summary List :

MyFD displays transactions in correct Fiscal month, or the month the transaction occurred rather than the month that they post, or accounting month; FIN displays transactions in the accounting month. It is common to see a discrepancy between MyFD and FIN during the year end or biennium close period; many of these "missing" transactions can be found in MyFD in June.

Additionally, there are some important differences between Biennium and Project Period reporting views, especially in reference to grants and contracts.

Financial Accounting maintains the benefit rate table here, found under Payroll Load Rates - Detailed List

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 to review the transaction.

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.

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

Status   Explanation


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


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.


Transfer successfully processed and posted


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

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

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.

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

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.

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.

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. In this case, the grant budgets that allow transfers in Status 3 are defined by the local program being 11, 20, 60-69 and 80.

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.

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:
State/self-sustaining Budgets:

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