The University of Toledo

Forms and Guidelines

Fupload Budget Transfer Template 

Fupload Budget Transfer Instructions

Please indicate if the budget transfer is permenant, one-time, or and interfund journal entry by using the following two characters at the begining of your spreadsheet file name:

   BP = Permanent budget transfer (Example: BP_Brief Desctiption.xls)

   BT = One-time budget transfer (Example: BT_Brief Description.xls) sample

   IF = Inter-fund journal entry that corresponds to a budget transfer (Example: IF_Brief Description.xls) sample

Also, please do not change the column header descriptions and leave the tab description as "Sheet1". The account column should be kept in general number format.

Budget Amendment Request Form (Please also attach the corresponding budget transfer)

Link to General Accounting for New Index Request form and Organizational Hierarchy Adjustment form

Link to Controller's Office Reconciliation Guidelines of Departmental Accounts