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Cost Transfer Tool

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.

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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