The journal description field found on row 13 should include the description that would describe the entire journal entry. This field is limited to 250 characters.
The line description field found on column H should include a concise description that is related to that specific transaction. For example, “Staples Expense” or “TRX to 81000” are acceptable descriptions. This field is limited to 30 characters. Any description over 30 characters will be truncated.
Please email email@example.com or firstname.lastname@example.org if you have any questions. In order to ensure your email is directed appropriately, begin the subject line with the corresponding request code.
Aside from billing third-party vendors a BUR can be used to transfer funds between business units. Below are two scenarios in which a billing upload request is acceptable:
Intra-unit revenue (580858) and expenses (660919) are used when the revenue and expenses are between campus departments. The intra-unit revenue and expense account codes are to be used with, but not limited to, the following transactions:
In most cases, the business unit that will be receiving funds (or increasing revenue/decreasing expense) will predicate which resource mailbox your request should be remitted to.
Fiscal Authority information can be obtained via the CFS menu item ‘CSU Delegation of Authority’. From this menu, you can select the submenu ‘Delegation Inquiry’ to inquire about fiscal authority as it relates to a corresponding Fund, Department, or Project.