Expenditure Transfers

An expenditure transfer moves Payroll and Other than Personal Service (OTPS) expenditures between accounts.

Best Practices

Whenever possible, the expenditure should be posted to the correct account at inception to avoid the need to request transfers.
Expenditures transferred should retain the same Expenditure Category or Object of Expenditure (OEC).
Expenditure transfers should be consistent with the purpose and NACmgm casinoO classification of the account.
Adequate funding should be in place to support transfer requests.
Reviewing your accounts regularly will ensure accuracy.

Transferring Expenditures

The procedures and guidelines for transferring an expenditure differ depending on the type of expenditure and the funding source(s) involved in the transfer.

Expenditures cannot be transferred between all funding sources, please see the reference tables in the appropriate tab for guidelines.

State Research Foundation mgm casino Foundation Cross Funding Sources

In this Section

Reference Tables

Transferring Expenses Between mgm casino Foundation Accounts

An Interdepartmental Invoice (IDI) form is used to transfer expenditures between mgm casino Foundation accounts and should be sent to ubf-ap@buffalo.edu for processing.

Submit an Interdepartmental Invoice (IDI) form

Email ubf-ap@buffalo.edu

mgm casinoF Accounts Allowable for Other Than Personal Service Transfers Reference Table
Charge Funding Source	Credit Funding Source	础濒濒辞飞补产濒别听	Forms and Documentation
mgm casinoF Endowment	mgm casinoF Spendable	Not applicable	Not applicable
mgm casinoF Endowment	mgm casinoF Endowment	Not applicable	Not applicable
mgm casinoF Spendable	mgm casinoF Spendable	Yes	Interdepartmental Invoice (IDI) form
mgm casinoF Spendable	mgm casinoF Endowment	Not applicable	Not applicable

View allowable accounts for Cross Funding Sources OTPS transfers

mgm casinoF Accounts Allowable for Personal or Temporary Service Transfers Reference Table
Charge Funding Source	Credit Funding Source	Allowable	Forms and Documentation
mgm casinoF Endowment	mgm casinoF Spendable	Not applicable	Not applicable
mgm casinoF Endowment	mgm casinoF Endowment	Not applicable	Not applicable
mgm casinoF Spendable	mgm casinoF Spendable	Yes	Interdepartmental Invoice (IDI) form
mgm casinoF Spendable	mgm casinoF Endowment	Not applicable	Not applicable

View allowable accounts for Cross Funding Sources Personal/Temporary Service transfers

Contact an Expert

Rose Dommer

Accounts Payable Manager

mgm casino Foundation

Phone: 716-645-8749

Email: rdommer@buffalo.edu

Stephanie (Stevie) Ruffino

Accounts Payable Coordinator

mgm casino Foundation

Phone: 716-645-8748

Email: scruffin@buffalo.edu

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