1. TRANSFERRING EXPENDITURES FROM A PRIOR BIENNIUM myfdhelp@uw.edu

2. Transferring from a prior biennium myfdhelp@u.washington.edu  Common questions  “Can I transfer from a closed biennium?”  I’m getting the following error. How can I transfer this?” The biennium you are attempting to transfer expenses from is closed. A transfer can only be allowed to appropriately allocate costs based on effort expended on a grant.  My Administrator told me I HAVE to transfer this salary. Is there a work around for this?

3. Transferring from a prior biennium  Why is MyFD Customer Support getting these questions?  System rule that won’t allow salary or non-salaries to be transferred, from a prior (closed) biennium  Exception to this rule is grant budgets Must be budget type 05 and excludes classes 34, 52, 53, 57 2007 Biennium2009 Biennium Eeek! We need to transfer Bob’s salary from May-June09! He shouldn’t be paid on budget 10-0001.

4. Transferring from a prior biennium myfdhelp@u.washington.edu Transaction Summary Report Expense Transfer Form

5. Transferring from a prior biennium myfdhelp@u.washington.edu Budget Type you’re transferring TOExpenditure typeSystem to use Non-grant (state, revenue generating, gift, etc) SalaryTransfer not possible Grant (Budget Type 05, excluding class 34, 52, 53, 57) SalaryMyFinancial.desktop Non-grantNon-SalaryUse online JV process from Banking & Accounting (will loose visibility to historical data & audit trail) Grant (same exceptions as above) Non-SalaryMyFinancial.desktop

6. Transferring from a prior biennium myfdhelp@u.washington.edu Q: How do I know if the budget I’m transferring “TO” is a grant? A: Check the budget profile report.

7. Transferring from a prior biennium myfdhelp@u.washington.edu  Reminders!  Closed biennium transfers allowed in MyFD when: both credit and debit budgets are open Transferring “TO” a grant budget Budget Type 05 Excluding class 34, 52, 53, 57  Salary transfers are not allowed in MyFD when one of the criteria above is not met  Non-salary transfers are allowed via online JV process (Banking & Accounting)