
Account Adjustment/Transfers Instructions
Business Office Account Adjustment/Transfers are to be used to make corrections to accounts or charge other organizational or departmental accounts with services/goods received or given. Please use the new site to submit your transfer. Below are instructions and tips for processing transfers.
- The transfer is sent both the Manager of the accounts being debited and credited.
- If you have a long list of accounts in your transfer, contact Danielle Lee for another option.
- Please contact Danielle Lee (dlee@wlu.edu or x8221) if you have any questions.
- JE transfers are not the same as budget transfers, which should be completed with the Treasurer’s Office.
Click here for instructions for submitting a new transfer
Process for approving transfer entries
- You will receive an email notification that you have an transfer to approve in Workday
- In Workday, go to you inbox (top right corner next to your picture)
- Click transfer to view the transfer
- Review and Click Approve or Deny whether you approve the transfer or not, you have the option to send the transfer back to the submitter and make comments
- You can add Approver comments in the memo box below.
Process for printing entry
Once the entry is submitted, click on the PDF link at to right of the screen. A PDF will open and you can save a copy of your transfer on your Office's drive. If the transfer has already been completed, you can go to My Journal Lines to be able to find the transfer.