Transferring Expenses

An expense transfer is done to move an expense from one index or account to another. A few reasons an expenses would need to be moved are as follows:

  • The expense was originally posted to the wrong index or account.
  • You need to charged to another department for services.
  • The expense needs to be split with another department or organization.

There are four ways to transfer expenses. Which form you need to use depends on how many, and what kind of expenses you are transferring. 

BannerWeb JV

Use the BannerWeb Journal Voucher (JV) for any transfers between direct expense account codes. Instructions are available in BannerWeb.

Processing Deadlines

As of FY21, departments will have 90 days from the date of the expense to submit requests for corrections or reclassification between accounts. Please note that General Accounting will deny requests that are beyond the 90 days. Exceptions may be made only if there is a valid reason, such as an expense charged to a fund that is not permitted. An example of this would be alcohol charged to an operating/E&G fund.

Journal Entry

Use the Journal Entry form to transfer up to 25 expenses. This form is only to be used if you can't complete a BannerWeb JV.

Processing Deadlines

As of FY21, departments will have 90 days from the date of the expense to submit requests for corrections or reclassification between accounts. Please note that General Accounting will deny requests that are beyond the 90 days. Exceptions may be made only if there is a valid reason, such as an expense charged to a fund that is not permitted. An example of this would be alcohol charged to an operating/E&G fund.

Interdepartmental Upload

Use the Interdepartmental Upload Form to transfer 26 or more expenses. Instructions are available if you need help.

Processing Deadlines

As of FY21, departments will have 90 days from the date of the expense to submit requests for corrections or reclassification between accounts. Please note that General Accounting will deny requests that are beyond the 90 days. Exceptions may be made only if there is a valid reason, such as an expense charged to a fund that is not permitted. An example of this would be alcohol charged to an operating/E&G fund.

Labor Redistribution

Please contact Grants and Contracts at grantsandcontract@miamioh.edu before submitting any requests to move actual payroll and benefit expenses to or from a grant index code (G0XXX).  

All other requests to transfer actual expense for payroll and benefit transactions should be submitted to your division or department representative. 

Unique ID Last Name First Name Dept/Division
HEINRICC Perry Owens Christy College of Arts and Science
ZOMCHEKE Zomchek Kris College of Arts and Science
DEWITTCE DeWitt Carolyn College of Creative Arts
RADLERGB Radler Gretchen College of Creative Arts
WEBBERDM Webber Dawn College of Education, Health and Society
DAUGHEJA Williamson Jessica College of Education, Health and Society
BREITEE Breitenbach Ericka College of Engineering and Computing
TAYLO197 Taylor Candace College of Engineering and Computing
CHARLERL Charles Richard Farmer School of Business
KARLSSA Karlsson Annika Farmer School of Business
BRAYKD Bray Kelli Regional Campuses
MURPHYT9 Murphy Theresa All Non-Academic Personnel Requests

Processing Deadlines

Labor Redistributions must be submitted within 90 days and will be processed in the appropriate month. If they are older than 90 days, they will not be processed. Labor Redistributions for May and June expenses ONLY must be submitted by July 2. Any received after the deadline will be processed in July of the following fiscal year provided they are within the 90-day requirement.  If you have any questions, please contact General Accounting at generalaccounting@miamioh.edu.