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Important Notes:
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Step 1: Access Budget Transfer Template
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Locate and download the latest Budget Transfer
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template from University Forms and Documents
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Step 2: Enter the Journal Name
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Enter the Journal Name using the following naming convention
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: 5-digit FROM Dept ID (space) date with periods (space) your initials (space) # of transfers you have requested for this specific Dept ID on this particular date.
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Example of the correct naming convention: 90430 03.11.20 BB 1 |
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If BB submitted 3 transfers from Department 90430 on 3/11/20, the file names would look like:
1st Transfer: 90430 03.11.20 BB 1
2nd Transfer: 90430 03.11.20 BB 2
3rd Transfer: 90430 03.11.20 BB 3
Step 3: Enter Transfer Reason & Select Transfer Type
Enter Reason for Transfer in the Journal Header Description field. Please be as descriptive as possible. 240 character limit.
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Select the drop down option in the cell below “*Category - Select from Drop Down” and
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select either Budget One Time or Budget Permanent Transfer.
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Step
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4: Specify FROM (Debit) Information
Enter Fund/Department/Cost Center/Account Rollup FROM lines.
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The 1st line MUST be a From (Debit) line. The funding source person for the Department listed in line 1 will be added to the approval workflow. A transfer may have only ONE ‘FROM’ Fund/Department but may have multiple From Cost Center/Budget Accounts. |
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Step
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5: Specify TO (Credit) Information
Enter Fund/Department/Cost Center/Account Rollup TO lines.
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The 1st line on the form must NOT be a ‘To’ (Credit) line. |
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Step 7: Enter Line Amount(s)
Enter From OR To amount for each line.
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Only one amount per line, either ‘From’ or ‘To.” And all amounts entered as positive numbers. |
Step 8: Enter Line Description(s)
Enter a line description for each line. If you do not enter a line description, one will be added by your Budget Analyst.
Check the Budget Available in the From Fund/Dept/Cost Center/Account(s) prior to submitting.
Budgets may be checked from the Dashboard. Refer to Reporting training documents for specific instructions.
Step 9: Submit Budget Transfer Spreadsheet
Email the transfer spreadsheet and any backup documentation to: budgetandplanning@boisestate.edu
Include the Journal Name (created in step 2), in the Subject line of the email and include only one Journal per email.
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Attachments must be submitted with the Transfer Spreadsheet. They cannot be added once the transfer is in Bronco Hub. |
What’s Next:
The Office of Budget and Planning staff will upload transfers and attachments to Bronco Hub.
The funding source person for the Department listed in line 1 will be notified of the transfer request via Approval Workflow.
To see who your department approvers are, visit the Budget tab of the Standard Approval Workflow Matrix.
End of Process
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Need help with the steps above?
If you need assistance with the process outlined above, reach out to the Office of Budget and Planning at budgetandplanning@boisestate.edu.
If you experience a system issue/error OR have suggestions to improve the instructions in this job aid, please submit an OCI Service Request ticket.