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 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.