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.
Transferring between Funding Sources
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
Instructions
- Enter requested information into the form. Detailed instructions are included in a tab in the document.
- 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.
Download the Form
Instructions
- Enter requested information into the form.
- Print the form.
- Get required signatures.
- Scan a copy of the signed form for your records.
- 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
| 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 |
Need Help Completing the Form?
State Accounts
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
Accounting: Non-sponsored RF
Financial Management
Phone: 716-645-2602
University at Buffalo Accounts
Stephanie (Stevie) Ruffino
Accounts Payable Coordinator
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