Non-Payroll Expense Transfer Overview

If you manage funds at UCSD, you need to know how to process non-payroll expense tranfers. Explore the links on this page for information and guidelines.

Unless otherwise noted, this information applies to all funds.

Background

An expense transfer occurs when expenses are moved from one accounting distribution to another after they have been recorded in the operating ledger. If your job duties include processing expense transfers, you must follow specified procedures to fulfill federal, state, and UC requirements.

ENPET process

Non-payroll expense transfers are processed through the Electronic Non-Payroll Expense Transfer (ENPET) system. To learn more about ENPETs, please refer to these pages:

• ENPET Overview provides you with the basic information you need to make an expense transfer.
• How to Use ENPET walks you through the Electronic Non-Payroll Expense Transfer process.
• ENPET Training provides links to several training opportunities.

Additional information

• Non-Payroll Expense Transfer Authorization provides details about approval requirements for expense transfers.
• Non-Payroll Expense Transfer Conditions explains conditions in which you may move expenses from one accounting distribution to another.
• Non-Payroll Expense Transfers to Federal Contracts and Grants describes the criteria for making expense transfers to federal contracts and grants (applies to sponsored projects only).
• High Risk Non-Payroll Expense Transfers shows which expense transfers of funds for sponsored projects require additional review (applies to sponsored projects only).
• Record Retention for Non-Payroll Expense Transfers explains the varying retention requirements based on the funding source.
• Non-Payroll Expense Transfer Policies lists the policies that affect expense transfers.
• Ways to Avoid Non-Payroll Expense Transfers provides tips on preventing expense transfers.

Finance

Expense Transfers

• Payroll Expense Transfers
• Non-Payroll Expense Transfers
  • Policies
  • Record Retention
  • Authorization
  • Conditions
  • Ways to Avoid
  • Transfers to Federal Contracts and Grants
  • High Risk for Sponsored Projects
• ENPET
• OPAFS Deadlines