Expense Transfer Request

This form should be used for EXPENSE TRANSFERS only. These are actual expenses that have already been posted to a cost center/WBS element and can be located under the “Actuals” column of your ZBUDSTAT_EX_CF SAP report or on the new web-based reports..

Please ensure that the transfer “From” below includes the cost center(s)/WBS element(s) where the expense currently resides. You must enter at least one (1) "From" cost center or WBS element but you are able to enter up to five (5) cost centers/WBS elements. The transfer “To” should represent the cost center/WBS element you would like to use to pay for the expense.

For example: You purchased an item on your p-card that is intended for student use. However, the p-card expense was posted to your EG cost center. Your transfer request should be FROM your EG cost center, 7511xxxxxx, TO your ES cost center, 7512xxxxxx.

It is highly recommended to include an SAP Reference Document Number within the description text, if applicable. This will provide an audit trail to follow the movement of the expense. If you cannot accommodate all of your text into the 50 characters, please use the “Notes” section at the end of this form to complete your description.

This form cannot be used to request a budget transfer. To request a budget transfer please utilize the budget transfer request form.

If you have any questions on this process please contact Trixia Santiago at 610-436-2334.

Requestor Information:       [* indicates required field]

*

* [you will receive a copy of this request]

FROM:

Cost Center(s) or WBS Element(s) to Transfer the Amount From:
{Minimum of 1, Maximum of 5 Cost Centers / WBS Elements can be utilized per form}

 

 

 

SAP Cost Center or WBS Element which originally incurred the expense: