An expense transfer is commonly used to correct the recording of a cost from an incorrect to a correct chartstring. There are separate processes for payroll expense transfers and non-payroll expense transfers.
In conjunction with the transition to UCPath, UCSF's payroll expense transfer processes have changed.
- The salary cost transfer process in UCPath replaces the submission of Payroll Expense Transfer Uploader (PETU) and Uncapped-to-Capped Payroll Expense Transfer Uploader (U2C-PETU) forms to transfer payroll expenses that originate in UCPath. Visit the UCPath at UCSF website for training materials and additional resources for the salary cost transfer process.
- All payroll expenses that originate in PPS must be moved using the former PETU process. These expenses cannot be moved in UCPath. The deadline to submit PETU and and U2C-PETU forms to transfer PPS payroll expenses was September 30, 2020.
Payroll expense transfers cannot be used to increase or decrease the number of hours, or to change the pay type. Work with your HR Generalist (campus) or submit a Time Management Form (UCSF Health) to request these types of changes. Non-payroll expense transfers use financial journals.
If you need further assistance, contact the Controller's Office Solution Center.