You can transfer expenditures in two ways:
Transferring expenses between two Non-Sponsored accounts is typically done to alleviate a deficit, or charge, or partially charge, expenses to another unit. When possible, expenses should be moved at the source level, meaning the original payment charged to a specific account(s) should be moved from the original invoice or PO to the new project. Payroll expenses should also be moved in a similar fashion, via a labor distribution adjustment, moving the source charge to the modified account(s).
Requests to transfer OTPS transactions must be made to the
Non-Sponsored Group by completing an interdepartmental invoice
(idi) and submitting via email.
The email must be from an authorized signer on the account being charged.
Payroll transactions can be moved one of two ways:
Please contact Sponsored Projects Services (SPS) for further assistance at 716-645-2634.
In accordance with applicable guidelines, the following criteria must be met when transferring expenditures or payments from one funding source to another:
Due to State purchasing guidelines the transferring of expenses from a Non-Sponsored RF or UBF account to a State account is not permitted.
For all other funding sources an eReq must be completed
indicating the payee as the vendor.