Overview
The Finance Tasks card provides shortcuts to common financial transactions including journal entries, fund verification, asset transfers, and approval workflows.
Features / Actions
- Create SFP or Resource Journal - Initiate source fund provided (SFP) entries or resource journal transactions for budget transfers and adjustments.
- Restricted Funds Verification - Verify and confirm appropriate use of restricted or designated funds according to donor or grant requirements.
- Asset Change or Surplus Transfer Request - Submit requests to transfer, modify, or surplus university assets and equipment.
- Approve Pending SFPs or Resource Journals - Review and approve pending source fund provided entries or resource journal transactions requiring your authorization.
Additional Images
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