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Request Multiple Personal or Temporary Service Payroll Transfers
Review the steps on using SIRI to download an Excel sheet to submit multiple State Personal or Temporary Service Payroll Transfer requests.
1. Log in to SIRI
Log in to SIRI > Financial > State Funds > State - Personal Services, then enter an account number or desired filters.
2. Navigate to the Report Tab
Scroll down to the State Personal Services Payroll Transaction detail.
3. Export Data to Excel
Export the transaction detail to Excel by selecting the Export/Excel option at the bottom of the State Personal Services Payroll Transaction detail report (Figure 1)
Figure 1
4. Streamline the Excel Sheet
Delete all transaction rows in the Excel file except those you wish to transfer to another account. Consider using filters (Figure 2) on the columns to assist with this step.
Figure 2
5. Add One Column to List the Transfer To Account
Add one new column in the Excel file to specify the "Transfer To Account." If the expenditure posted to the wrong account and the “Transfer To Account” is not known, please include “Unknown” for the “Transfer To Account”, as shown in the sample file. (Figure 3).
Figure 3
6. Transferring Only a Portion of an Expenditure
If only a portion of an expenditure should be transferred, add a column labeled “Transfer Amount” and enter the specific amount to be transferred.
7. Email the Excel file
Email the Excel file to ub-stateaccounting@buffalo.edu