Departmental Transfers
Inter-departmental transfers are necessary when one department performs a service for or funds the activity of another department. Inter-departmental transfer requests are used to process the transfers between the departments.
Please complete the attached request, and submit to generalaccounting@salisbury.edu
Department transfer request template
In order to accurately process the departmental transfer, certain information is required on the request.
- Usource/Project – Please include only 1 Usource or project per line. Each line of the request will initiate a debit or credit to the specified department.
- Ledger Account- Please include only 1 ledger account per line. Each line of the request will initiate a debit or credit to the specified ledger account.
- Spend or Revenue Category- Please include only 1 spend or revenue category per line. Spend or revenue category maps to a specific ledger account on the Departments trial balance/budget.
- Detail code- Where applicable, please include only 1 detail code per line.
- Description: Please provide a brief description of the transfer request.
- Debit – this is the line of the transfer that will be taking money away from (debiting an expense or crediting a revenue ledger account). For example, if an expense was incurred in Usource A, but was intended to be coded to Usource B, you would want to Debit the Usource B for the expense that was intended to be coded to Usource B.
- Credit– this is the line of the transfer that will be giving money to (crediting an expense or debiting a revenue ledger account). For example, if an expense was incurred in Usource A, but was intended to be coded to Usource B, you would want to Credit the Usource A to remove the expense from Usource A that was intended for Usource B.
- prepared by: Please include the following contact information for the person requesting the inter-department transfer, so that they may be contacted with any questions regarding the transfer.
Name: Please record the name of the person requesting the transfer
Department: Department in which the requester is associated with
Date: Date of transfer request