Expense/Revenue Transfers are to request FDM corrections, move an expense or revenue from one FDM segment to another, and to pay for specific expenses between University departments.
Typically requires a copy of a DETAIL REPORT(to verify the location of the original transaction) and the Expense/Revenue Transfer Form with a clear reason of WHY the change is needed.
Please include in that report: the payment transaction ID (Expense Report #, Misc Payment #, Supplier Invoice #, etc). It has to be the payment ID, not the request ID (so a PO or Req number for example won't work). And keep the column that shows the LEDGER ACCOUNT number.
Keep in-office the pre-approval for the transfer.
Fiscal Staff: This will determine if it can be done with an accounting adjustment, or if a journal entry needs done.