Summary
The user wants me to provide an overview sentence and bullet points for the Finance Tasks card. This card appears to contain various financial transaction and approval tasks.The Finance Tasks card provides shortcuts to common financial transactions including journal entries, fund verification, asset transfers, and approval workflows.
Body
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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