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 DETAIL REPORT- to verify the location of the original transaction and the Expense/Revenue Transfer Form.
What to use for the DETAIL REPORT:
If it’s from the old system - an ereport. If it’s new system, just 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).
Fiscal Staff: This will determine if it can be done with an accounting adjustment, or if a journal entry needs done.