Units can process temporary budget adjustments in Banner or via Finance Feeder Front-End. Below are the prerequisites and procedures for the new process.

Completion of the JV Certification Course and access to Rule Code Groups B02 (same-chart) and B03 (intercampus) is required to process these JVs. Access to this rule code group should be requested through your USC and is dependent upon budget office approval.

• Use Rule Code 214 for temporary same chart budget transfers
• Use Rule Code 215 for temporary intercampus budget transfers (budget transfers that cross charts)

Use of Banner Forms FGAJVCM and FGAJVCQ is recommended (UAFR - Creating a Journal Voucher with FGAJVCD and FGAJVCQ (uillinois.edu) or UAFR - Creating a Journal Voucher with FGAJVCM (uillinois.edu))

When processing temporary budget transfers, the following are required:

• A budget period must be entered; the budget period should match the transaction date on the entry (e.g., Budget Period = 06 for a December Transaction Date)
• A budgeted fund type (State and Institutional) must be used
  • Allowable fund codes on Chart 9 include: 1000xx, 200200, 200201, 200203, 200204, 200250, 200256, and 200258

• Fund codes must be the same on all sequences of the entry
  • The only exception is for temporary intercampus budget transfers of administrative allowance; contact the System Offices Budget Office for further details

• Budget account codes must be used, and the same account code should be the same on all sequences of the entry
  • Use of budget (10xxxx), plant (17xxxx), revenue (3xxxxx) and transfer (4xxxxx) account codes are not allowed
  • Refer to the Account Code Search Tool for additional information on account codes
• Multiple debits and credits are not allowed; however, entries may have one debit to many credits or one credit to many debits
• Total debits must equal total debits; entries must net to zero
• Note that a debit (+) increases budget while a credit (-) decreases budget
• Please allow up to two business days for your entry to post; if your entry is rejected, a message with further details be sent through email or Banner Form GUAMESG (UAFR Weekly Tips: Banner Message Page GUAMESG | Illinois)