Get Tufts University Expense Transfer Entry Form 2016-2026

The Tufts University Expense Transfer Entry Form is designed to facilitate the transfer of expenses between different accounts or departments. Completing this form accurately ensures proper accounting and can help streamline financial operations.

Follow the steps to complete your expense transfer form online.

1. Click ‘Get Form’ button to acquire the form and access it in your preferred editor.
2. Begin by providing your contact information in the ‘Prepared by’ section, ensuring you include the telephone extension and the date prepared.
3. For each line entry, fill out the relevant fields, starting with 'Line #' to identify the row number for tracking purposes.
4. Enter the appropriate 'Ledger' for the account affected by the transfer.
5. Specify the 'Business Unit' involved in the transaction.
6. In the 'Account' section, input the relevant account numbers associated with the expense.
7. Provide the corresponding 'DeptID' to link the transfer to the correct department.
8. Indicate the 'Project/Grant' related to the transfer, and fill in the 'Fund' and 'Class' as applicable.
9. In the 'Journal Line Description', describe the nature of the expense transfer clearly.
10. Next, specify the 'Amount' being transferred using either a positive or negative value, ensuring that the 'Total' equals $0.
11. Select an 'Expl. Code' from the options provided, based on the nature of the transfer.
12. Complete the 'Transfer Checklist' if your transfer relates to a grant, ensuring the transfer is made within 90 days of the original charge.
13. Certify the accuracy of the amounts by providing your authorization signature, title, and date in the appropriate sections.
14. Finally, review the completed form for completeness, then save changes, and download, print, or share the document as necessary.

Take action now and complete your expense transfer form online efficiently.