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Cost Transfer Tool - Partial Transfers

This article details the process of completing a partial transfer of expenses between funding strings, using the Cost Transfer Tool, applicable to either salary or non-salary transfers.

Links to instructions on how to initiate a transfer are listed within the Cost Transfer Tool - Training Materials KB article. 


Partial Transfers

After initiating a transfer, certain icons become available in the far right column, including a plus sign that allows for adding additional "To" lines: Split

The plus sign can be seen in this example salary transfer:

SalaryCostTransferExample

By adding additional "To" lines, a user is able to transfer a portion of the original expense to a new funding string while effectively transferring the remainder back to the original funding string.

For example, a partial transfer of a $100 expense that effectively keeps $40 within the original funding string might look something like this:

From:   Original Account           $-100

To:       New Account                   $60

            Original Account             $40





Keywords:Cost Transfer Tool, Partial Transfer, Salary Transfer, Non-Salary Transfer   Doc ID:117493
Owner:Derek N.Group:UW-La Crosse
Created:2022-03-22 07:17 CSTUpdated:2022-05-08 11:03 CST
Sites:UW-La Crosse
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