Viewing the Budget Transfer Detail on Financial Data Warehouse

See Also: Budget transfer form

1. 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).
2. Go to the "Business Information" tab on top tabs.
3. Select "Document Lookup" from that drop down menu.
4. Enter the Budget Transaction number without the "TB", eg. 7F090000xxx.
   In the "Select Document Type" drop down list, select "TB - Transfer Budget."
5. Select "Ledger Detail" at the bottom.
6. To see "Reason for Transfer" on the Ledger Detail page, select "See note."