Get the free D-87A Budget Transfer REQUEST.xls - eesd

EVERGREEN SCHOOL DISTRICT B BUDGET TRANSFER REQUEST School/Department Decrease: Date AND REST YO BJC SO GOAL FUN SCH Amount (Debit) 00 00 REST YO BJC $00 AND $00 Increase: $ $ SO GOAL FUN SCH Amount

How to fill out d-87a budget transfer requestxls

1. To fill out the d-87a budget transfer requestxls, first, open the Excel file on your computer. Make sure you have Excel installed.
2. Once the file is open, you will see different columns and rows. Each cell corresponds to a specific field that needs to be filled in.
3. Start by entering the desired budget transfer amount in the appropriate cell. This is the amount of money you wish to transfer from one budget category to another.
4. Next, identify the source budget category from where you want to transfer the funds. Enter the name or code of this category in the designated cell.
5. Similarly, identify the destination budget category where you want the funds to be transferred to. Enter the name or code of this category in the respective cell.
6. In the "Justification" section, provide a brief explanation or reason for the budget transfer. This helps in documenting the purpose of the transfer for record-keeping and auditing purposes.
7. Review all the entered information to ensure accuracy and completeness. Double-check the transfer amount, source, and destination categories, as well as the justification provided.
8. Save the completed d-87a budget transfer requestxls file to your desired location on your computer or network. It is recommended to use a descriptive file name that includes the date and purpose of the transfer for easy retrieval.

Who needs the d-87a budget transfer requestxls?

1. Individuals responsible for managing budgets within an organization or department often need the d-87a budget transfer requestxls. This may include finance managers, accountants, or budget officers.
2. Organizations that follow a formal budgeting process and require proper documentation for inter-category fund transfers would use the d-87a budget transfer requestxls. This ensures transparency and accountability in financial transactions.
3. Government entities, educational institutions, non-profit organizations, and businesses with structured budgeting systems may also utilize the d-87a budget transfer requestxls to facilitate and track budget transfers.

For pdfFiller’s FAQs

What is d-87a budget transfer requestxls?

D-87a budget transfer requestxls is a form used to request a transfer of budget funds within an organization or department.

Who is required to file d-87a budget transfer requestxls?

Department managers or budget administrators are typically required to file d-87a budget transfer requestxls.

How to fill out d-87a budget transfer requestxls?

To fill out d-87a budget transfer requestxls, one must provide details about the amount to be transferred, the reason for the transfer, and any required approvals.

What is the purpose of d-87a budget transfer requestxls?

The purpose of d-87a budget transfer requestxls is to track and authorize the movement of funds between budget categories.

What information must be reported on d-87a budget transfer requestxls?

Information such as the current budget amounts, the requested transfer amount, and justifications for the transfer must be reported on d-87a budget transfer requestxls.

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