The Budget Query and Transfer option within Self-Service Banner (SSB) allows authorized individuals to view budget data and make budget transfers online. (While Foundation account information can be viewed online, funds cannot be transferred to or from a Foundation account).

Access to budget data is available based on Fund and Organization security that has been established for an individual within Banner.Authorization may be established by completing a FOAPAL AUTHORIZATION *Form.

The University's budget data may be viewed through SSB by performing a budget query.Budget status by Account, Budget status by Organizational Hierarchy, and a Budget Quick Query are available to authorized users of a specified Fund and Organization. Foundation transaction activity may also be viewed through SSB Budget Queries.

University Summary of expenditure reports are also available for viewing and printing through Argos. These reports are as current as of the end of the previous business day.

Budget Transfers

Budget transfers are permitted for users with proper authorization (Approver Authority). Transfers are permitted within different expense categories of the same Budget or between budgets. Authorized individuals may only transfer funds to budgets within their control.

Transfers are subject to the following restrictions:

• Transfers are allowed in the General Operating (1) fun only.
• Transfers are allowed on Budget account codes only.
• transfers are allowed on "Unreserved" salary account codes (some 6's)
• Transfers are allowed on Supplies and Services account codes (7A)
• transfers are not allowed on Revenue (5) or Transfer (8) account codes
• transfers are not allowed on inactive budgets.

The transfer of funds is also dependent upon available balances.

All other types of transfers must be performed by a Budget Analyst.

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