Journal Entry Request Form

Cost Transfer Policy & Guidance

Cash & Fund Balance Transfer Table

Department/Unit *

Requester First and Last Name *

Requester E-mail *

Department/Unit/PI E-mail

Transfer Type

Transfer Type *

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

Additional speedtype/account/amount fields

First Additional Speedtype

First Additional Account Code

First Additional Amount $

Second Additional Speedtype

Second Additional Account Code

Second Additional Amount $

Third Additional Speedtype

Third Additional Account Code

Third Additional Amount $

Fourth Additional Speedtype

Fourth Additional Account Code

Fourth Additional Amount $

Fifth Additional Speedtype

Fifth Additional Account Code

Fifth Additional Amount $

Speedtype

Account Code

Amount $

Do you need additional speedtype/account/amount fields?

Yes

Additional speedtype/account/amount fields

First Additional Speedtype

First Additional Account Code

First Additional Amount $

Second Additional Speedtype

Second Additional Account Code

Second Additional Amount $

Third Additional Speedtype

Third Additional Account Code

Third Additional Amount $

Fourth Additional Speedtype

Fourth Additional Account Code

Fourth Additional Amount $

Fifth Additional Speedtype

Fifth Additional Account Code

Fifth Additional Amount $

Attach CU-Data Financial Detail Report of the highlighted expense(s) you would like us to move.

Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png tif pdf doc docx xls xlsx.

Cost Transfers After 90 Days

Federal guidelines[2] state cost transfers should be made 鈥渨ithin 90 days,鈥� 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鈥檚 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

Files must be less than 2 MB.
Allowed file 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

Comments

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Journal Entry Request Form

Cost Transfers After 90 Days