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Allocation Transfers
An allocation transfer or budget revision is used to move allocations between accounts or allocation categories.
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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 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.
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eBudget Access
Submit a Financial Data Access and Cost Approver form to request access to create and approve allocation transfers using eBudget.
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.
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) | |
| Student Aid | Student Aid Tuition Waivers (OEC 5810) | |
| 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) |
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.
Contact an Expert
Molly Davis
State Accounting and Financial Reporting
Financial Management
Phone: 716-645-2004
Email: mm576@buffalo.edu;
