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This document provides instructions for transferring expenditures from one account to another within Southern Utah University.

How to fill out expenditure transfer request

How to fill out Expenditure Transfer Request

1. Start by obtaining the Expenditure Transfer Request form from your finance department or online.
2. Fill in your personal details, including your name, department, and contact information at the top of the form.
3. Clearly state the reason for the transfer in the designated section, providing a brief but detailed explanation.
4. Indicate the current expenditure account number and the target expenditure account number for the transfer.
5. Specify the amount of money you wish to transfer.
6. Attach any supporting documents that may be required, such as receipts or prior approvals.
7. Review the entire form for accuracy and completeness.
8. Sign and date the form at the bottom.
9. Submit the completed form to the appropriate authority, such as your manager or the finance department.

Who needs Expenditure Transfer Request?

1. Individuals or departments within an organization that need to reallocate budgeted funds for specific expenditures.
2. Administrative staff who handle financial transactions and require formal documentation for transfers.
3. Managers who supervise budget allocations and need to justify expenditure changes.

People Also Ask about

What is an example of an expenditure transfer?

EXAMPLE OF AN EXPENDITURE TRANSFER: We are going to have a transfer from the General Fund (0001) to the Food Safety Fund (0187) for $100,000. Based on the diagram, this is going to be an Expenditure Transfer since the contributing fund is the General Fund and the receiving fund is a special fund.

What are transfer expenses?

An expense transfer is done to move an expense from one index or account to another. A few reasons an expenses would need to be moved are as follows: The expense was originally posted to the wrong index or account. You need to charged to another department for services.

What is an example of a cost transfer?

A researcher initially charges $1,000 of laboratory supplies to a sponsored research project. Later, it's determined that $200 of those supplies were used on another non-sponsored project. To correct this, a cost transfer would be initiated to move $200 of the expense total to a non-sponsored project.

What is expenditure transfer?

A payment to liquidate an obligation to another federal entity (or a different component of an entity) is considered an expenditure Transfer. Expenditure Transfers may be recorded as an obligation on the SF 133.

What are cost transfers?

A cost transfer is a transfer of charges within or between cost centers, internal orders, or WBS elements. Although costs should always be charged to the correct WBS cost object when they are incurred, cost transfers are sometimes needed (for example, to bill interdepartmental costs or adjust billing errors).

What is an example of a transferred in cost?

Example of Transferred-in Costs Distilling completes its production duties and transfers its product to ing. When this happens, the costs associated with this product are transferred from Distilling to ing.

What is the meaning of cost of transfer?

Transaction costs may cover many areas. Some include charges for communication, such as telephones and the Internet, fees charged for legal services, or costs for purchasing and maintaining a car and paying for public transportation.

For pdfFiller’s FAQs

What is Expenditure Transfer Request?

An Expenditure Transfer Request (ETR) is a formal request to move or reallocate funds from one budget category to another within an organization.

Who is required to file Expenditure Transfer Request?

Typically, department managers or financial officers responsible for managing budgets are required to file an Expenditure Transfer Request.

How to fill out Expenditure Transfer Request?

To fill out an Expenditure Transfer Request, provide details such as the current budget categories, the amounts to be transferred, the reason for the transfer, and any relevant approvals.

What is the purpose of Expenditure Transfer Request?

The purpose of an Expenditure Transfer Request is to allow for adjustments in budget allocations to better reflect actual spending needs and priorities.

What information must be reported on Expenditure Transfer Request?

The information to be reported includes the budget line items involved, the amount being transferred, the justification for the transfer, and the signatures of those approving the request.