Page Comparison

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• May need to be completed in conjunction with a Budget Adjustment (BA) or a Single-Sided Budget Adjustment (SSBA). 
• Moves cash/fund balances from one account to another. 
• Should be used between similar Sub-Funds and Fund Groups.  

• Can only use the following transfer object codes: Image Removed

Searching for an Account's Sub-Fund

1. Navigate to the Main Menu.
2. Click on Chart of Accounts.
3. Select Account.
4. Enter search criteria to look up the account. The Sub-Fund will be listed in the results, as shown in the example below.Image RemovedImage Added
5. Click on the account number to open the Account Inquiry. The Sub-Fund is also listed on the Accounts Details tab.  
6. ew theTransfers Between Sub-Funds section below.  

   To view the Fund Group’s Sub-Fund, click on the Sub-Fund Code.
   
   

   Note

   title	Note

   For a list of all Transfers that are allowed between Sub-Funds, revi

   
   

7. Navigate to the Accounting menu.  
8. Under the Activities heading, select Transfer of Funds.
   

9. You will be directed to the Transfer of Funds Document Overview section. Enter a description in the Description field.
   
   

   Info
   title Info
   The description you enter will appear in the action list of the approver and in eDoc searches and often in the transaction detail.

   
   

   Warning
   title Warning
   Do not use the document type as the description. Provide a brief title of the movement of funds.

   
   

10. Scroll down on the page to enter the following required fields in the Accounting Lines section: 
    • Chart 
    • Account Number  
    • Object 
    • Amount

11. Click on the green plus sign icon () to add the line. 
    
    

    Note
    title Note
    The FROM and TO lines must balance. You can import the lines instead of manually entering them.

    
    

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