Instructions

Once you have logged into BannerWeb, follow the steps below:

1. Click on the Financial Information link.
2. Once in the Finance menu, click on the Multiple Line Budget Transfer link.
3. The transaction date defaults to the current date. If you try to backdate your transaction to a closed period, you will receive an invalid date error.
4. Select the appropriate journal type from the drop-down menu based on the type of document you wish to make.
5. The Total Amount is the sum of both the "Move Budget From" and the "Move Budget To" columns. For example, if the transfer is to move $150 from one index and account to another, the Total Amount will be $300.
6. In the description field, enter a description that adequately (limited to 35 charters) describes the purpose for the budget transfer. It is important to include specific information when space allows so the purpose of the transfer is clear.
7. Input the Index, Account, and Amount fields under the sections Move Budget From and Move Budget To. You are not required to input the Fund or Activity codes as the system will automatically enter the Fund when you submit the transfer.
8. Click the Complete button at the bottom of the form. If the data you input is valid, the budget transfer will be forwarded to the Budget Office for approval.
9. Once all fields have been validated a journal voucher document number should appear at the top of the form, indicating that it has been forwarded to the Budget Office. Retain this number with your documentation as it will appear in your reports.

Note: There is currently no way to "save" your transfer through BannerWeb. You may need to save a screenshot or clipping of your transfer to your computer for E-mailing or filing purposes.