The Transactions Application allows MyFinancial.desktop (MyFD) users to transfer posted salary and non-salary expenditures. Allowable transfers include RST’s (Retroactive Salary Transfers), RTE’s (Request Transfer Expenditure) and JV’s (Journal Voucher). Some transfers are not allowed in MyFD including deficit, lump sum, revenue transfers and fabrications*. 

Transactions may be initiated and submitted electronically, by authorized MyFD users. Users may locate posted expenditures on the Transaction Summary Report or by using the Query Tool, then gather the individual transaction on the Worksheet before completing the Expense Transfer Form. Transfers that have been saved, submitted, or are awaiting further action are listed on the Saved & Submitted page.

MyFD retains the current biennium, plus three prior biennia of transaction data. For transfers submitted using MyFD, there is a full audit trail, as well as optional notes. Original transaction detail and online expense transfer detail is available online, in MyFD, for the full retention period.

*More information on transferring these items:

• Grant & Contract Accounting Budgets:
  http://f2.washington.edu/fm/gca/spending-invoicing/transfer-money/grant-contract-deficit-procedures
  Contact: gcahelp@uw.edu
• State/self-sustaining Budgets:
  http://f2.washington.edu/fm/bao/JV