HOW TO SUBMIT A TRANSFER REQUEST


When do I submit a transfer request?

Whenever your organization agrees to co-sponsor a campus office’s event or initiative, or when receiving services or supplies from an on-campus office.


Process

(click on any image to enlarge it)

1. Access your organization’s financials by clicking the “Treasury” option in the navigation menu of your organization’s OrgSync portal.

 

2. Access your organization’s budgets by clicking the “Manage Budgets” button on the Treasury web page.

 

3. Click on the name of the budget from which you would like to draw your expenditure. Please note, only active budgets can be used for payments.

 

4. Click on the line item of the budget from which you would like to draw your expenditure.

 

5. Click the request payment button on the Line Item Detail page.

 

6. Enter a descriptive name for the transaction in the “Name” field under “Payment Request Details”. This name is to ensure the readability of your future OrgSync ledger. Please note, a generic name, such as “Party” or “Speaker Event”, will not be accepted.

 

7. Select “Transfer” from the “Payment Type” drop-down menu.

 

8. Fill the “Purpose of transfer” field. Be sure to include a specific description of what items or services are being purchased and how the purchase will benefit the event or what event or initiative your organization is co-sponsoring. Please note, a generic description, such as “Food for Party” or “Decorations for Speaker Event”, will not be accepted.

 

9. Select the Category of Transfer that is most appropriate for your expenditure.

 

10. Fill in the “Name of organization or office receiving funds” and “Amount of Transfer” fields.

 

11. Enter the amount to be paid in the “Request Budget Payment” payment slot. Do not place any funds in the “Request Revenue Fund Payment” payment slot. If your organization wishes to make a purchase from their Revenue Account, please see these instructions on submitting a revenue fund payment request. If you elect to pay for your request from a combination of the two accounts, submit one request through your allocation account and another through your revenue account using the above linked instructions for their respective amounts and make a note in the comments section on each request that it is being submitted in conjunction with another request. Please note, any discrepancies between the prices listed and the actual prices paid for a transfer will automatically be applied to the organization’s Allocation Budget, unless otherwise noted.

 

12. If you have an invoice for the transaction (which must be provided when working with an on-campus office), click the “Upload” button and select the appropriate document(s) to be uploaded from the dialog window.

 

13. Enter any miscellaneous comments as necessary for the transaction into the “Comments” field.

 

14. Click the “Submit” button once you are done. The submission will be sent to the CSI Front Desk staff, who will verify the form’s completeness. Once the form is verified as complete, it will be sent to your organization’s advisor of record for approval. Once approved by your advisor, the form will be sent to the Coordinator of Student Activities, Director of CSI Operations and Finance, and Executive Director of Student Development for approval. Once fully approved, you will receive an email notifying you of your final approval.

 


 

If you have any problems using the OrgSync financial tools or any questions regarding the Center for Student Involvement's student organization funding policies and procedures, please contact studentorgs@ubalt.edu.

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Announcements

2017-18 Funding Requests
The deadline to request a budget from Allocations Board for 2017-18 is May 25 at noon! Training (which is required before submitting a request) is to be completed online this year. Click to access the training now or get info about the training.

Additional resources for developing your budget request can be found on this page.

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Helpful Links

Reallocation Request Form
Student Org Funding Portal
General Org Resources/Handbook
Center for Student Involvement
UB OrgSync

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