Getting Started
What do I need to know before getting started?
- Budget transfers are requests to move either Base (permanent) or One Time appropriated budget, between accounts or between FDCCs.
- Use the Budget Transfer Template to submit a transfer.
- Budget transfer templates are emailed to budgetandplanning@boisestate.edu. Each email should only have one transfer attached.
- Budget transfers are submitted to cover a deficit or to fund anticipated expenses.
- Not all appropriated budgets can be moved (i.e. Regular Salaries/Fringe).
- For allowable actions, review the Budget Protocols and Policies page.
- Anyone can submit a budget transfer. All transfers go through workflow approval.
Training Opportunities
Check out University Financials 101 to learn more about Budget Transfers.
Job Aids
How do I submit and follow-up on a Budget Transfer?
Approving or Rejecting Budget Transfers (job aid)
Reviewing a Budget Journal Entry (job aid)
Submitting a Budget Transfer (job aid)
Reports
After you receive a confirmation email that the budget transfer has been initiated in Bronco Hub, view budget transfer or check the status by following the instructions on the Budget Details – Campus Transaction Dashboard.
Documents
What documents should I be aware of?
- Budget Transfer Template: Complete and email the Budget Transfer Template to budgetandplanning@boisestate.edu to submit budget transfers.
Best Practices
What are best practices related to Budget Management and Budget Transfers?
Prior to submitting a budget transfer:
- Confirm budget is available by running the Appropriated Only Budget Summary report.
- Confirm budget transfer is balanced.
- Confirm accuracy of FDCC and dollar amounts.
Submit the completed transfer template as an attachment to budgetandplanning@boisestate.edu.
You will receive an email confirmation when your transfer has been initiated and sent to approval workflow.
- After you receive a confirmation email that the budget transfer has been initiated in Bronco Hub, view budget transfer or check the status by following the instructions on the Budget Details – Campus Transaction Dashboard.
Support
For support with Budget Transfers (documentation, policy, requirements, etc.) contact Office of Budget and Planning at budgetandplanning@boisestate.edu or visit www.boisestate.edu/vpfa-budget-and-planning/
For support with job aids or Bronco Hub functionality, contact the Office of Continuous Improvement at OCI@boisestate.edu or visit www.boisestate.edu/continuous-improvement/.