Transfer of Funds Form Instructions

A Transfer of Funds Form should be used to move FUNDS from one department to another department to cover costs before the expense occurs. For example: The College of Arts and Sciences co-sponsors a speaker on behalf of The School of Health Sciences.  A journal entry will be processed to charge the "expense" to A&S and credit the funds to Hlth Sciences account. Use My Budgets thru OnTrack to view transaction detail for all accounts within your budget. You can also access thru Datatel the Detail Transaction Report (XGLA) to review expense or credit activity as well.

Click here for a Transfer of Funds Form (Word Doc) . You can either print a hard copy and mail to the Accounting Office, c/o Andrea Edwards, CB 2900 or email the form as an attachment to edwardsa@elon.edu.