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