Allocation Transfers

An allocation transfer or budget revision is used to move allocations between accounts or allocation categories.

Transfer Allocation or Process Budget Revisions

The procedures and guidelines for transferring allocation differ depending on the type of expenditure and the funding source involved in the transfer.

Transfers of allocation must be within the same funding source.

Allocation transfers are unavailable for UB Foundation.

State Research Foundation

State Operating, IFR, SUTRA and DIFR

Electronic Budget Revision System (eBudget)

Electronic Budget Revision (eBudget) is a system for processing electronic allocation transfers between state accounts.

A template may be submitted to UB-StateAccounting@buffalo.edu for processing large allocation transfers.

Download

Large Allocation Transfer Template

eBudget Access

Submit a Financial Data Access and Cost Approver form to request access to create and approve allocation transfers using eBudget.

Submit a Financial Data Access and Cost Approver form

eBudget Guidance

Allocation changes must be within the same State funding source (State Operating/IFR/SUTRA/DIFR).
Allocation changes for State Operating and DIFR must be balanced (increases minus decreases equal zero), however, allocation changes for IFR and SUTRA do not need to be balanced. A net increase or decrease may be processed.
Annual Allocation represents the permanent ongoing allocation that will continue in subsequent years.
Fiscal Allocation changes represent temporary allocation changes only impacting the current year.
The Department Audit Number may be used for internal tracking and the detailed description will be reflected in SIRI.
Annual Allocation must remain positive at each Object of Expenditure (OEC) level.
For subaccounts, you cannot establish allocation in the master or base account (i.e. 123456-00). Subaccounts 01-98 must be utilized.
Line and title information is only required for allocation changes to PSR lines.
All OEC codes cannot be used for allocation.

Available Allocation Objects
Major Object	Minor Object	Allocation OEC Equivalent
Personal Service	Faculty	Allocated at Line Level
	Staff	Allocated at Line Level
	Holiday Pay	Holiday Pay (OEC 1947)
	Overtime Meals	Overtime Meals (OEC 1985)
	Overtime Pay	Overtime (OEC 1948)
	Overtime Pre-Shift Briefing	Pre-Shift Briefing (OEC 1921)
	PSR - Other	Personal Service Regular - Other (OEC 1900)
	PSR- Unassigned	Personal Service Regular - Unassigned (OEC 0998)
	Salary Raise	Salary Raise (OEC 1925)
	Vacation Payoff	Vacation Payoff (OEC 1918)
Temporary Service	Adjunct	Adjunct (OEC 2400)
	Extra Service	Extra Service -Temp Serv (OEC 2110)
	Graduate Assistant	Graduate Assistant (OEC 2698)
	Hourly	Maintenance-Security & Transportation (OEC 2300)
	Student Assistant	Student Assistant (amount encumbered) (OEC 2695)
	Summer/Winter Session	Summer (OEC 2050)
	Teaching Assistant	Teaching Assistant (OEC 2483)
	TS- Other	Temporary Service - Other (OEC 2000)
	TS- Unassigned	Temporary Service -Unassigned Other (OEC 2025)
Other Than Personal Service	Supplies	Supplies (OEC 3000)
	Travel	Travel (OEC 4000)
	Contractual Services	Contractual Services (OEC 5000)
	Utilities	Utilities (OEC 5500)
	Equipment - Library	Library Acquisitions (7000)
	Equipment - Other	Equipment (7200)
	Equipment - Capital	Capital Construction (7570)
	Recharge	Recharge (OEC 9000)
Reserves	Reserves	Reserves (OEC 6000)
	Prior Year Carryforward	Prior Year Carryforward (OEC 6100)
	Undesignated Reserves	Undesignated Reserves (OEC 6200)
Fringes	Fringe Benefits	Fringe Benefits (OEC 8000)

Complete the Processing Budget Revisions: Your Guide to Using the eBudget Application training

eBudget approval permissions are required to approve incidents. eBudget approvers are not the same as cost approvers.

SIRI Reporting

Allocation changes will be reflected in SIRI the day after the incident is approved in eBudget under Budget Revisions in SIRI Money.

U-Wide

Allocations or Budget Adjustments must be approved and processed by SUNY. They should not be submitted through eBudget.
U-Wide accounts must have sufficient allocation within each Major Object — Personal Service Regular, Temporary Service and Other Than Personal Service (OTPS) — to support expenditures.
Please reach out to an expert for assistance in adjusting U-Wide Allocations.