Interdepartmental Invoice (IDI) Form

Request a transfer of Other than Personal Service (OTPS) expenditures between accounts. This form is also used for payment of goods or services by another department on campus (Service Center recharges).

New Electronic Submission Process

Due to COVID-19, the submission process for IDIs has changed.

Please follow the new instructions so that we can continue to process IDIs while employees work remotely. 

Now Two Options for Submitting IDIs

Option 1: IDI Journal Template for Multiple IDIs

Option 2: Individual IDI Request Form

Option 1: IDI Journal Template for Multiple IDIs (State Only)

When to Use this Option

  • This Excel template can only be used for IDI requests or campus recharge activity between State accounts.
  • This option is preferred for State accounts as it provides an efficient option to process multiple transactions for campus recharge activity and transfers needs.
  • A scanned image will not appear in SIRI for Excel templates and questions regarding these transactions will be directed to the individual that submits the template for processing.

 

Download the Form

Having trouble opening Excel forms?

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Instructions

  1. Enter requested information into the form. Detailed instructions are included in a tab in the document. 
  2. Sumbit to ubsd.idiupload@business.buffalo.edu for processing.

Option 2: Individual IDI Request Form (State, RF, UBF)

When to Use this Option

  • This form can be used for all funding sources.
  • This option may be used for individual IDI requests.
  • A scanned image will appear in SIRI for indivdiual State IDI forms.
Having trouble opening Excel forms?

Some Excel forms will not open with Internet Explorer. Use Firefox or choose SAVE AS, not OPEN, to download the file.

Instructions

  1. Enter requested information into the form.
  2. Print the form.
  3. Get required signatures.
  4. Scan a copy of the signed form for your records.
  5. Send a copy of the signed form to the appropriate email addresses.

 

Electronic Signatures

Additional Guidance is available in Best Practices for the Appropriate Use of Electronic Signatures

Approval Authority

If you need guidance on the delegation and assignment of authority to approve transactions, refer to the Approval Authority Policy. 

Submit Your Request

IDI Submission Email Addresses By Funding Source
Funding Source Responsible Office Email Address
State Accounts Financial Management ubsd.idiupload@business.buffalo.edu
Research Foundation - Sponsored Accounts Sponsored Project Services

OVPR.SPSMail@research.buffalo.edu

Research Foundation - Non-Sponsored Accounts Non-Sponsored Group nsgroup@business.buffalo.edu
University at Buffalo Foundation Accounts UBF Accounts Payable ubf-ap@buffalo.edu

Need Help Completing the Form?

State Accounts

Diane Walton.

Diane Walton

IFR, Revenue Accounting and Treasury Management

Financial Management

Phone: 716-645-2603

Email: dwalton@buffalo.edu

Research Foundation - Sponsored Accounts

Research Foundation - Non-Sponsored Accounts

Brendan Davis.

Brendan Davis

Non Sponsored RF Accounting and Financial Reporting

Financial Management

University at Buffalo Accounts

Rose Dommer.

Rose Dommer

Accounts Payable Manager

UB Foundation

Phone: 716-645-8749

Email: rdommer@buffalo.edu

Stephanie (Stevie) Ruffino.

Stephanie (Stevie) Ruffino

Senior Accounts Payable Associate

UB Foundation

Phone: 716-645-8748

Email: scruffin@buffalo.edu

Form Facts

Form Type: Downloadable, Microsoft Excel document

Requirements: Microsoft Office Excel

Updated: March 2020

Owner: Financial Management