PeopleSoft Financials

Revenue:

For making extra revenue funds received spendable. Back-up, will need form 1074.1 & 1074.6:

To make extra revenue received spendable

For moving existing revenue budget money from one budget node (account) to another, either within the same cost center or across cost centers. Back-up will need form 1074.1 & 1074.6:

To move revenue budget

Expense:

For transfer of fund equity (budget) from expense to expense in same cost center
(i.e., from M&O to S&W) Back-up, will need form 1074.1 or 1074.6

To transfer budget within the same cost center

For transfer of fund equity (budget) from expense to expense account (i.e., from M&O to S&W) across cost centers. Back-up, will need form 1074.1 & 1074.6. Required two types of journals, 1.) A budget journal for the plan, and 2.) A general ledger journal for the fund equity.

To transfer budget across cost centers

HR Items:

To Transfer Funds between Positions:

For HR transfer of S&W funds (budget) from position in same cost center. Back-up, will need form 1074.1 & 1074.6

In same cost center

For transfer of S&W funds (budget) from a position in one cost center to a position in another cost center. Back-up, will need form 1074.1 & 1074.6

Across cost centers

w Budget Account/Actual Account Cross Reference

08/27/09

w Positive vs. Negative / Debit vs. Credit (Which should I use?)

11/08/05

w Budget Checking

w Budget Entries Chart

w Budget Entries Examples

w Budget Overview

w Revenue Available to Spend (How to Handle in PeopleSoft)

w New Year Budget