Transferring expenditures from a prior biennium

1. Transferring expenditures from a prior biennium myfdhelp@uw.edu

2. Transferring from a prior biennium • Common questions • “Can I transfer from a closed biennium?” • I’m getting the following error. How can I transfer this?”The biennium you are attempting to transfer expenses from is closed. A transfer can only be allowed to appropriately allocate costs based on effort expended on a grant. • My Administrator told me I HAVE to transfer this salary. Is there a work around for this? myfdhelp@u.washington.edu

3. Transferring from a prior biennium • Why is MyFD Customer Support getting these questions? • System rule that won’t allow salary or non-salaries to be transferred, from a prior (closed) biennium • Exception to this rule is grant budgets • Must be budget type 05 and excludes classes 34, 52, 53, 57 2007 Biennium 2009 Biennium Eeek! We need to transfer Bob’s salary from May-June09! He shouldn’t be paid on budget 10-0001.

4. Transferring from a prior biennium Transaction Summary Report Expense Transfer Form myfdhelp@u.washington.edu

5. Transferring from a prior biennium myfdhelp@u.washington.edu

6. Transferring from a prior biennium Q: How do I know if the budget I’m transferring “TO” is a grant?A: Check the budget profile report. myfdhelp@u.washington.edu

7. Transferring from a prior biennium • Reminders! • Closed biennium transfers allowed in MyFD when: • both credit and debit budgets are open • Transferring “TO” a grant budget • Budget Type 05 • Excluding class 34, 52, 53, 57 • Salary transfers are not allowed in MyFD when one of the criteria above is not met • Non-salary transfers are allowed via online JV process (Banking & Accounting) myfdhelp@u.washington.edu