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Transfer transactions from one funding source to another

The Cost Transfer Tool is designed to make a balanced transfer of accounting from one funding source to another.

  • Cost Transfer Tool
  • Training Manuals
  • Features

    • Gives the user the ability to search WISER to select transaction(s) that need to be transferred, which eliminates tedious entry.
    • Validations are performed to ensure the data is clean and valid when going to the General Ledger (GL).
    • Provides a custom workflow that requests signatures for approval based on the content of the transfer
    • Provides search features so users can find transfers they have made in the past.
    • Integrates to WISER so that when looking at a transaction in WISER, a transfer can be initiated right from the reporting system.
    Training Manuals
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