Expense Adjustment
This category is used primarily to reallocate non–labor expenses among several PTAEOS; for example, copier charges. This is also the required category for movement of current year activities utilizing the group income/expense reclassification expenditure types: 477301, 477302, 968001, & 968002. Not recommended for moving transactions identified by transaction control numbers; use the Non–Grant & Contract Non–Labor Transfer (YNonGCNonLabTrsf). Also, this category is NOT for use with grant sponsored activity.
Expenditure Types
View Expenditure Types that may be used with the Expense Adjust (YExpenseAdjust) Category.
Required Attributes
Transaction Date
The date the transaction occurred. This date must be equal to or less than the date the transaction is created.
Optional Attributes
User Defined
These free–form text fields hold up to 60 characters per field. All information entered will appear on the monthly statements.
Electronic Forms
The electronic forms for Journal Entries can be found on the Journal Entries topic page of the Policies, Procedures and Forms web site.
Last Updated: February 21, 2011 (jp).
