Cost Transfer Workflow Tool

General Information About the Cost Transfer Workflow Tool

The cost transfer tool is a web-based form and routing system used to process both salary and non-salary cost transfers.  It includes a work flow from the Initiator to the Dean or Director’s administrative unit before the transfer is processed into the Shared Financial System.  For transfers involving sponsored projects (fund 144 or 133), there is an additional work flow approval in Research and Sponsored Programs. Access to the new tool is available to any user with a Net ID with the exception of undergraduate students.

We believe you will find this tool to be convenient and useful.  However, please keep in mind that it is better to determine the funding of a transaction correctly prior to its initial posting; rather than to process cost transfers to move charges after the initial posting.  Tools such as the US Bank Access Online  and Pre-posting allocation tool (PAT) for MDS and DoIT charges are encouraged as proactive alternatives to the Cost Transfer Work Flow Tool.

If you have questions or suggestions for improvement, please contact us at sfsmsn@bussvc.wisc.edu.