Changes

To make changes to your budget, Finanacial Managers may submit a Change of Budget request either through the Change of Budget App or My Jounrals.

My Journals

Formerly known as Departmental Budget Transfers (BDT), Financial Managers can transfer funds within their eligible department budget through My Journals in Banner Finance Self Service.

My Journals can only be used to transfer budget between the following budget account pools and on the same Fund number.

  • Travel (710)
  • Operating & Maintenance (720)
  • Utilities (750)
  • Scholarships (760)
  • Capital Outlay (770)

You cannot submit Change of Budget request in My Journals on the following Fund types.

  • Designated Research (16XXXX)
  • Awards (22XXXX ‐ 24XXXX)

To submit a Change of Budget request in My Journals, navigate to the Budget and Finance card in MySam and look for the Finance Self Service link to get to My Journals.

Once submitted, the request will route through the Banner approval queues. It will take approximalty 10 minutes for the change to appear and show up as a Pending Document in BAVL. Once approved by the final approver, the change will appear in BDST.

Reivew My Journals and Approvals Daily or Weekly

  1. Do not leave any Journals in your Draft Journal section of your Dashboard.
  2. Reach out to approvers on those Journals in your Pending Journal section.
  3. Make sure you are approving documents in a timely manner.

Change of Budget App

Formerly done on a paper Change of Budget Request Form, the Change of Budget App is now used to increase budget, transfer budget, or establish original budget for salary or wage budgets, fringe benefits budgets, or budget adjustments affecting revenue or fund balance.

To submit a Change of Budget request through the Change of Budget App, navigate to the Budget and Finance card in MySam to access the Change of Budget link.

Once submitted, the request will route to the Financial Planning and Budget (FP&B) Office for review. Once a FP&B Office Budget Director has reviewed the request, an Adobe Sign Change of Budget document will be created and routed for signautre. Once everyone has signed the document, the signed/completed Change of Budget form will be emailed to everyone including the Central Budget team who will then enter the Change of Budget into Banner. The Central Budget team processes Change of Budgets twice a day. Once processed, the change will appear and show as a Pending Document in BAVL until it is fully approved and then the change will appear in BDST.