Journal Entry Request Form

Indicates required field

[button url="/controller/policies/cost-transfer-policy-guidance" color="blue" size="small"]Cost Transfer Policy & Guidance[/button]

[button url="/controller/resources/cash-fund-balance-transfer-table" color="blue" size="small"]Cash & Fund Balance Transfer Table[/button]

Transfer Type
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
Do you need additional speedtype/account/amount fields?
Additional speedtype/account/amount fields
To
Do you need additional speedtype/account/amount fields?
Additional speedtype/account/amount fields
One file only.
2 MB limit.
Allowed 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
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?