There are times when you find you’ll need to transfer already posted transactions from one account to another, either because they were posted to an incorrect account, because those transactions were awaiting approval to be posted to another account, or other reasons.
If you would like to process your own JVs, please request this permission by emailing the SFO. Otherwise, if you haven’t received this approval, requests for corrections made by JV must be sent to the finance team.
DMSE-finance will need all of the information below to process your Journal Voucher/Expense Transfer. You can also use the optional, downloadable template to list the transactions you want to have moved.
Please assemble the following and email to dmse-finance@mit.edu, and the finance team will be happy to process these transfers and confirm when they have been completed.
For each transaction you need moved, provide:
- The transaction’s original SAP document number
- A brief item description
- The original transaction date
- The cost object and GL the transaction is currently on
- The new cost object and GL the transaction should be moved to (see Commonly confused GLs and Commonly used GLs for help choosing!)
- Receipts (or missing receipt affidavits) for any expense that is either over $75 or a business meal. Please label each receipt with the document number of the transaction it corresponds to.
- A justification for the transfer, stating specifically why the expense is more appropriate to the new cost object and/or GL than where it was previously posted
- If the expense is more than 90 days old, an additional justification for why the transfer is being submitted late
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