Viewing the Budget Transfer Detail on Financial Data Warehouse
See Also: Budget transfer form
- At the bottom on each month's Balance and Activity Report during months when a budget transfer was processed , there is a section "Expense Budget Transaction" which lists the budget transfers processed that month. Each budget transfer will be identified by a reference number that begins TB7Fyr0000xxx (in FY09, TB7F090000xxx; in FY10 TB7F100000xxx; all digits are numbers except TB and F).
- Go to the "Business Information" tab on top tabs.
- Select "Document Lookup" from that drop down menu.
- Enter the Budget Transaction number without the "TB", eg. 7F090000xxx.
In the "Select Document Type" drop down list, select "TB - Transfer Budget."
- Select "Ledger Detail" at the bottom.
- To see "Reason for Transfer" on the Ledger Detail page, select "See note."