Journal Entry Request Form You must have JavaScript enabled to use this form. Indicates required field Journal Entry Information Cost Transfer Policy & GuidanceCash & Fund Balance Transfer Department/Unit - Select -Aerospace EngineeringATLAS InstituteCEAS AdministrationChemical and Biological EngineeringCivil, Environmental and Architectural EngineeringComputer ScienceElectrical, Computer & Energy EngineeringMechanical Engineering Requester First and Last Name Requester E-mail Department/Unit/PI E-mail Transfer Type Transfer Type - Select -Cash TransferExpense TransferBudget Transfer (fund 10 to Fund 10 or Fund 11 to Fund 11) Journal Entry Business Purpose/Description What's the purpose for the journal entry? How does this expense transfer or cash transfer relate to CU-business or the sponsored project? Journal Entry From Speedtype Account Code Amount $ Do you need additional speedtype/account/amount fields? Yes No Additional Speedtypes, Account Codes, Amounts FROM Please include all the speedtypes, account codes, and amounts for the split move. To Speedtype Account Code Amount $ Do you need additional speedtype/account/amount fields? Yes No Additional Speedtypes, Account Codes, Amounts TO Please include all the speedtypes, account codes, and amounts for the split move. Attach CU-Data Financial Detail Report of the highlighted expense(s) you would like us to move. One file only.2 MB limit.Allowed types: gif, jpg, jpeg, png, tif, pdf, doc, docx, xls, xlsx. PI Statement Information Cost Transfers After 90 Days Federal guidelines[2] state cost transfers should be made “within 90 days,” and cost transfers that are departmentally approved more than 90 days after the end of the month of the original journal entry date require additional documentation to justify our moving the expense onto an award outside of this deadline. In addition, late cost transfers call into question the university’s oversight of awards. Therefore, cost transfers departmentally approved more than 90 days after the end of the month of the original journal entry date must have a PI statement signed by the PI and attached to the JE that addresses the following: Why the expense was not charged to the award to begin with What the expense was and specifically how it benefits the award Why it took more than 90 days for the mistake to be identified How this will be prevented in the future PI Statement Attachment One file only.2 MB limit.Allowed types: gif, jpg, jpeg, png, tif, html, pdf, doc, docx, xls, xlsx. Fiscal Year End ONLY - Does this transfer need to post in this fiscal year? Yes No Comments
