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).
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.
Option 1: IDI Journal Template for Multiple IDIs
Option 2: Individual IDI Request Form
Additional Guidance is available in Best Practices for the Appropriate Use of Electronic Signatures
If you need guidance on the delegation and assignment of authority to approve transactions, refer to the Approval Authority Policy.
Funding Source | Responsible Office | Email Address | Additional Instructions |
---|---|---|---|
State Accounts | Financial Management | ubsd.idiupload@business.buffalo.edu | |
Research Foundation - Sponsored Accounts and Non-Sponsored Accounts | Sponsored Project Services and Non-Sponsored Group | IDI Process Change | |
University at Buffalo Foundation Accounts | UBF Accounts Payable | ubf-ap@buffalo.edu |
Diane Walton
IFR, Revenue Accounting and Treasury Management
Financial Management
Phone: 716-645-2603
Email: dwalton@buffalo.edu
Brendan Davis
Accounting: Non-sponsored RF
Financial Management
Phone: 716-645-2602
Stephanie (Stevie) Ruffino
Accounts Payable Coordinator
UB Foundation
Phone: 716-645-8748
Email: scruffin@buffalo.edu
Form Type: Downloadable, Microsoft Excel document
Requirements: Microsoft Office Excel
Updated: July 2022
Owner: Financial Management