Cost Transfer Tool - Reviewing Cost Transfers

This article outlines how to review and approve cost transfers in the Cost Transfer Tool.


When a cost transfer has been submitted for approval, the WISER manager and their delegates will receive a notification that they must log into the Cost Transfer Tool to approve the transfer. The notification will look as follows:

Cost Transfer Email Notification

Review & Approval

In order to approve a cost transfer, please follow these steps:

1. Log into the Cost Transfer Tool: This tool is set up with SSO so your login credentials will be your Net ID and password.

2. Review the transfers listed in the "Transfer I need to Sign" section:


3. Click on the Transfer Number of a transfer that needs to be approved.

4. This will show the details of the transfer:


5. Once reviewed, click on the "Approvals" link in order to provide approval for the transfer:

Cost Transfer Approval

These steps will complete an approval phase for a transfer.

Keywords:Cost Transfer Tool,WISER   Doc ID:110166
Owner:Mark H.Group:UW-La Crosse
Created:2021-04-08 11:56 CDTUpdated:2021-04-08 12:50 CDT
Sites:UW-La Crosse
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