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 |
---|---|---|
State Accounts | Financial Management | ubsd.idiupload@business.buffalo.edu |
Research Foundation - Sponsored Accounts | Sponsored Project Services | |
Research Foundation - Non-Sponsored Accounts | Non-Sponsored Group | nsgroup@business.buffalo.edu |
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
Non Sponsored RF Accounting and Financial Reporting
Financial Management
Phone: 716-645-2602
Stephanie (Stevie) Ruffino
Senior Accounts Payable Associate
UB Foundation
Phone: 716-645-8748
Email: scruffin@buffalo.edu
Form Type: Downloadable, Microsoft Excel document
Requirements: Microsoft Office Excel
Updated: March 2020
Owner: Financial Management