Get Transfer Of Expense Worksheet If An Entry Is Needed To Correct A ...

Filling out the Transfer Of Expense Worksheet is a crucial step in correcting posted transactions within the Kuali for Stevens financial system. This guide provides step-by-step instructions to help you accurately complete the form online.

Follow the steps to complete the Transfer Of Expense Worksheet online.

1. Click the ‘Get Form’ button to obtain the Transfer Of Expense Worksheet and open it in your online editor.
2. Select the appropriate electronic document (e-doc) based on the type of correction needed. The options include: 1. ST Salary Expense Transfer (ST) for payroll corrections. 2. General Error Correction (GEC) for non-payroll expenses. 3. Distribution of Income and Expense (DI) for reallocating income or expenses.
3. Provide adequate justification and documentation in the appropriate fields, addressing the following points: 1. Confirm the expense is allowable on the receiving account. 2. Ensure there are no restrictions preventing the transfer. 3. Verify compliance with all Stevens policies. 4. Identify any systemic issues that led to the error. 5. State the reason for the incorrect charge. 6. Share any new information available since the initial charge. 7. Ensure future reviewers will understand your explanations.
4. For sponsored or donor-restricted accounts, check the appropriate fields regarding: 1. Budget approval of the expense. 2. Compliance with sponsor requirements. 3. Reasons for any delays in processing.
5. Complete the section labeled 'Written justification to support e-doc in addition to attachments in KFS,' including: 1. Your printed name. 2. Phone extension. 3. Date prepared to finalize your submission.
6. Review all information provided to ensure accuracy and completeness before submitting the form.
7. Once completed, save any changes made, and download or print the form as needed for your records.

Begin filling out your Transfer Of Expense Worksheet online now!