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Gifts of more than $1,000 must be assigned to an approver in the Gift Transmittals system. Once an approver has been added to the workflow, their task can be removed or reassigned to a different approver at the same level.

Approvers for feeder journals are pre-determined for each Feeder ID. After the feeder originator submits the feeder journal, the feeder approver is notified by email.

Labor Distribution Adjustments (LDAs) require review and approval by individuals with Labor Distribution Approval authority over each PTA charged.

Clear fund overdrafts throughout the year. All fund overdrafts in excess of $1,000 must be cleared by fiscal year-end (YEC) by identifying the source of overdraft, determining the appropriate course of action and completing correcting journals.

This page provides instructions for initiating the closeout or cancellation of a capital project PTA (project, task and award).

A gift transmittal must be initiated in the Gift Transmittals system before the gift transmittal can be completed.

Faculty recipients of gifts may be required to complete a Conflict of Interest (COI) task in the Outside Professional Activities Certification System (OPACS).

You can create a new gift transmittal with a new ID by copying a completed gift transmittal with a status of “Review” in the Gift Transmittals system.

Modifications to expense or revenue control information documented in the Sept. 1 University Consolidated Budget can be initiated using the iBudgets system.

This page provides instructions of creating and modifying custom periods to forecast activity beyond the fiscal year period for non-sponsored accounts or beyond the active installment period for sponsored accounts.