Interdepartmental Invoice (IDI) Form

Request a transfer of Other than Personal Service (OTPS) expenditures between accounts. This form is also used for payment of goods or services by another department on campus (Service Center recharges).

Transferring Between Funding Sources?

Learn more about transferring between funding sources

Now Two Options for Submitting IDIs

Option 1: IDI Journal Template for Multiple IDIs

Option 2: Individual IDI Request Form

Option 1: IDI Journal Template for Multiple IDIs (State Only)

When to Use this Option

This Excel template can only be used for IDI requests or campus recharge activity between State accounts.
This option is preferred for State accounts as it provides an efficient option to process multiple transactions for campus recharge activity and transfers needs.
A scanned image will not appear in SIRI for Excel templates and questions regarding these transactions will be directed to the individual that submits the template for processing.

Download the Form

IDI Journal Template.xlsx

Having trouble opening Excel forms?

Some Excel forms will not open with Internet Explorer. Use Firefox or choose SAVE AS, not OPEN, to download the file.

Instructions

Enter requested information into the form. Detailed instructions are included in a tab in the document.
Sumbit to ubsd.idiupload@business.buffalo.edu for processing.

Option 2: Individual IDI Request Form (State, RF, UBF)

When to Use this Option

This form can be used for all funding sources.
This option may be used for individual IDI requests.
A scanned image will appear in SIRI for indivdiual State IDI forms.

Download the Form

Interdepartmental Invoice Form (IDI)

Having trouble opening Excel forms?

Some Excel forms will not open with Internet Explorer. Use Firefox or choose SAVE AS, not OPEN, to download the file.

Instructions

Enter requested information into the form.
Print the form.
Get required signatures.
Scan a copy of the signed form for your records.
Send a copy of the signed form to the appropriate email addresses.

Electronic Signatures

Additional Guidance is available in Best Practices for the Appropriate Use of Electronic Signatures

Approval Authority

If you need guidance on the delegation and assignment of authority to approve transactions, refer to the Approval Authority Policy.

Submit Your Request

IDI Submission Email Addresses By Funding Source
Funding Source	Responsible Office	Email Address	Additional Instructions
State Accounts	Financial Management	ubsd.idiupload@business.buffalo.edu
Research Foundation - Sponsored Accounts and Non-Sponsored Accounts	Sponsored Project Services and Non-Sponsored Group	OVPR.SPSMail@research.buffalo.edu	IDI Process Change
University at Buffalo Foundation Accounts	UBF Accounts Payable	ubf-ap@buffalo.edu