How to Request a Budget Transfer in the Employee Portal

Employees can electronically request Budget (Appropriation) transfers in their employee portal.  The District can create and utilize an approval chain to electronically approve the transfer requests and the Business Office can apply / post the approved transfer requests into SchoolFi.    

To create a Budget Transfer Request, in the Employee portal, the staff member will click on the button highlighted below:  

The Staff member will enter in their requested appropriation adjustment in the columns that appear after the request is initiated.  The adjustment must be balances and the total of all lines must be $ 0.00.  Once the requested adjustment is complete, click on the "Make Request" button.

In the pop up box, select the approval chain for the Budget Transfer Request and insert an optional comment and then click the Request Appropriation Adjustments button.