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Other naming examples:
ANTH>GEOG Conference Support
LING>LING Faculty Research Funds
PNB>EEB Research Exp Coverage
We often use specific award names ex) SURF, OUR as well as the fiscal year or semester the transfer relates to. The more detailed the better for ease of tracking.
HON>DEPT Last Name SURF Award Fall 2024
DEPT>CLAS Last Name Computer Purchase FY25
Add TF edoc # to the SSBA Explanation field and ass SSBA edoc # related to the TF Explanation field, so that each edoc is referenced on the applicable related edoc - this makes it easier to find related edocs when reviewing or going back to see what was processed.
If an SSBA is not needed, write “No SSBA Needed” in the TF Explanation field.
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“No SSBA Needed” may also need to be added on a TF that was already submitted and in that case we would put it as a comment at the bottom when approving the edoc.
For instances where you’re just updating a budget on an account, the naming convention should follow our standard procedure of DEPT Account Number Brief Description.
For example: DEPT 4XXXXXXX Update Account Budget
TF Rules:
Make sure that you are using the correct transfer in/out object codes
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