An Introduction to Cost Transfers at UCSF

This course is:

• Required for those with the responsibility to initiate and/or approve cost transfers and must be completed before being granted the following roles:
  • Departmental Cost Transfer Reviewer in PeopleSoft
  • Salary Cost Transfer Initiator in UCPath
  • Salary Cost Transfer Approver in UCPath
     
• Recommended for:
  • Leadership with financial oversight who should understand the transactions that their staff are preparing and posting
  • Departmental administrators that complete General Ledger Verification (GLV) or have oversight of expenses for a PI, Department, or specific Project
  • Those responsible for monitoring the payroll and/or effort for a Department or Project
  • Everyone who purchases goods or services for a department where further allocation could be necessary
  • All staff who play a role in the late cost transfer process
  • Anyone else wishing to understand more about Cost Transfers