Section: Accounting
Revised Date: 01/04/2011
Procedure: 2.3.1
2.3.1 - Budget Transfers
I.
II.
A. Budget transfers between divisions and/or major budget accounts and/or programs
may be requested, but must be approved by the appropriate Unit Business
Representative and the Controller.
B. Divisional budget transfers which do not cross fund, division, major account or program
must be approved and submitted by the division's Unit Business Representative or
authorized delegate without institutional approval.
C. Grant budget entries (funds 133 & 144) are controlled by Graduate School Accounting
in order to maintain the integrity of grants. Call 229-4745 for information.
III.
SALPRM
Salary Permanent
FRING1
Fringe Benefits
SALUCL
Unclassified Salary
SPEXP1
Supplies & Expense
SALCLA
Permanent Classified Salary SALCR1
LTESTU
LTE/Student Salary
CAPEX1 Capital
LTE1
LTE Salary
SPPUR1 Special Purpose
STUDNT
Student Salary
FNAID1
ADVER
Advertising
TRAVEL Travel
TRAING
Training
TELEPH
Telecommunication
PRINT
Printing
SERVIC
Other Services
SUPPLY
Supplies
MISC
Miscellaneous Expenses
Sales Credits
Financial Aid
IV. To submit Request for Budget Transfer forms for II.A. and II.B. above, download a
budget transfer form found on BFS Online Forms website:
A. Explain the source of funding and how the funds will be used. Include a 30
character short description which will display as the description on WISDM.
B. Complete “To” and “From” sides (fund, dept./org., program, project/grant).
Make certain that the totals in each column equal one another (debits =
credits) rounded to whole numbers.
C. Print the budget transfer form and gather Dean/Division Head approvals as
required per section II above. Include the approvers printed name and date.
D. Approved Budget Transfer Request forms should be scanned and emailed to
bfs-budget-transfer@uwm.edu for processing. For transfers between
divisions the request should be initiated by the division providing the funds.
E. After the request has been processed into SFS, an email will be sent to all of
the applicable Division Contacts confirming completion and providing the
budget transfer number that was assigned.
F. Please note that Budget Transfer Requests and Cash Transfer Requests are
done on two separate request forms.
V.
Refer to UWM Divisional Upload Transfers procedures if needed for Budget
Transfers due to multiple Budget Account transactions.
A. When processing the Budget Upload Journal Entries, please complete the
instructions IV. A. through E above, with the exception of completing the
“To” and “From” details. Make sure the amount of the upload is indicated
under the “Amount” column equaling one another (debits = credits)
rounded to whole numbers.
B. Also, include the Budget Transaction number as provided by Accounting
Services.
Questions about budget transfers should be directed to Accounting Services by phone
(x4056) or email.