Transferring expenditures from a prior biennium
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Transferring expenditures from a prior biennium. [email protected] Transferring from a prior biennium. Common questions “Can I transfer from a closed biennium?”

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Transferring expenditures from a prior biennium

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Transferring expenditures from a prior biennium

Transferring expenditures from a prior biennium

[email protected]


Transferring from a prior biennium

Transferring from a prior biennium

  • 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?

[email protected]


Transferring from a prior biennium1

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 Biennium

2009 Biennium

Eeek! We need to transfer Bob’s salary from May-June09! He shouldn’t be paid on budget 10-0001.


Transferring from a prior biennium2

Transferring from a prior biennium

Transaction Summary Report

Expense Transfer Form

[email protected]


Transferring from a prior biennium3

Transferring from a prior biennium

[email protected]


Transferring from a prior biennium4

Transferring from a prior biennium

Q: How do I know if the budget I’m transferring “TO” is a grant?A: Check the budget profile report.

[email protected]


Transferring from a prior biennium5

Transferring from a prior biennium

  • 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)

[email protected]


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