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The guidance covers entering and modifying budget journals and transfers, importing and copying them, and deleting items that have not been posted. It details pre-check and approval workflows, posting schedules, error resolution, and operational queries, plus key budget-transfer rules and required justifications, including restrictions for fund codes and fringe-benefit handling.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/budget-journals-and-budget-transfers-working-with-budget-journals-and-budget-transfers/244405/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/budget-journals-and-budget-transfers-working-with-budget-journals-and-budget-transfers/244405.png","ImageObject",442,249,{"name":88,"@type":89},"Taylor Morgan","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"What are Budget Journals and Budget Transfers in ConnectCarolina used for?","Question",{"text":108,"@type":109},"They are common commitment control transactions that maintain an audit trail for budget balances based on budget definitions. Budget Journals record budget amounts and allocations, while Budget Transfers move funds between budget line items and must sum to $0.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What is the purpose of a budget pre-check after entering a journal or transfer?",{"text":113,"@type":109},"It confirms sufficient budget, that the correct budget definition is used, and whether any budget combo-edit errors exist. If it fails, users must validate chartfield strings, review budget balances, and resolve issues before posting or submitting for approval.",{"name":115,"@type":106,"acceptedAnswer":116},"How does posting work for submitted budget journals and budget transfers?",{"text":117,"@type":109},"If post is selected, items post immediately assuming no errors. Otherwise, the batch process posts them according to the daily schedule, or the final approver can choose to post immediately after approval.",{"name":119,"@type":106,"acceptedAnswer":120},"What key rules apply to budget transfers?",{"text":121,"@type":109},"Transfers require sufficient budget balance and cannot move state funds across fund codes. Funds can be transferred between accounts, source, and departments within the same ledger group, and fringe benefits must be included when moving from non-personnel to personnel-related budgets, with additional restrictions for certain fund types and distance-learning state appropriations.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},244405,1791720542,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":139,"language":140,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":61,"update_tm":144,"read_time":145},1099523885336,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Budget Journals & Budget Transfers  \nVERSION: 6/27/2014  \nTable of Contents  \nBudget Journals and Budget Transfers in ConnectCarolina  3  \nWorking with Budget Journals and Budget Transfers  5  \nEntering or Modifying a Budget Journal  8  \nEntering or Modifying a Budget Transfer  17  \nImporting a Budget Journal or a Budget Transfer  26  \nCopying a Budget Journal  40  \nDeleting a Budget Journal or Budget Transfer that has not Posted  46  \nBudget Journals and Budget Transfers in ConnectCarolina  \nIn this chapter, you will learn how to:  \nl Enter or modify a budget journal  \nl Enter or modify a budget transfer  \nl Copy a budget journal  \nl Import a budget journal or budget transfer  \nl Deleted a budget journal or budget transfer that has not been posted  \nWorking with Budget Journals and Budget Transfers  \nWhat are Budget Journals and Budget Transfers?  \nBudget Journals and Budget Transfers are the most common transactions in Commitment Control, which manages the budgets within the system. These transaction maintain an audit trail for your budget balances based on the Budget Definitions.  \nBudget Journals are the location to enter budget amounts and allocations in the Commitment Control ledgers. Budget Transfers represent the movement of funds from one budget line item to another and are recorded in Commitment Control. Budget transfers must sum to $0.  \nThere are several ways to add a budget journal or budget transfer:  \nl enter a budget journal or budget transfer online  \nl import a budget journal or budget transfer from a flat file, like Excel  \nl budget journals only, they are created when budget allocations are processed.  \nl copy a budget journal or budget transfer  \nTo enter a budget journal or a budget transfer, you need to know:  \nl ledger group  \nl chartfield string associated with a specific budget  \nl budget entry type: original, adjustment, transfer original or transfer adjustment Once the budget journal or budget transfer is entered into the system, you must budget pre-check it. This confirms that there is sufficient budget,that the correct budget definition is being used, and if there is a budget combo-edit error.  \nIf the budget pre-check fails, then you need to:  \nl validate that you are using the correct chartfield string  \nl review the budget overview inquiry to view the budget’s balance. If thereis not enough money in the budget, you may choose to use a different chartfield string or add money to the budget.  \nl request an override from the central office that manages the fund type. Depending on the budget definition, you can select for the budget journal or budget transfer to be posted or to be submitted for approval. If post is selected, it will be posted immediately, assuming no errors. Alternatively, the you can opt to let the  \nbatch process post it, according to the batch processing schedule, which is at 10am, 12pm, 2pm, 4pm and 6pm each day.  \nIf you are submitting the budget journal or budget transfer for approval, it will go through the approval workflow process associated with the chartfield string. When it is approved, it will be posted with the batch process, according to the batch processing schedule or the final approver can choose to post it immediately.  \nOn a daily basis, the department or Major Operating Unit representative will need to run a query or search online to see if there were any posting errors.  \nIf there are no posting errors the budget is updated.  \nIf there is a posting error, then you must use the budget error resolution process to resolve the issue and resubmit the budget journal for approval and posting.  \nBudget Transfer Considerations  \nHere are some key rules behind budget transfers:  \nl There must be a sufficient budget balance in an account to cover the transfer.  \nl It is prohibited to move state funds across fund codes.  \nl Budget can be transferred between accounts, source, and departments if they are in the same ledger group.  \nl Fringe benefits must be included when mo","cbCaiuZYiN1MpixF","https://ap.wps.com/l/cbCaiuZYiN1MpixF","pdf",3640066,98,"English","# Budget Journals and Budget Transfers in ConnectCarolina\n## Working with Budget Journals and Budget Transfers\n## Entering or Modifying a Budget Journal\n## Entering or Modifying a Budget Transfer\n## Importing a Budget Journal or a Budget Transfer\n## Copying a Budget Journal\n## Deleting a Budget Journal or Budget Transfer that has not Posted\n# Budget Transfer Considerations\n# Additional Resources","[{\"question\":\"What are Budget Journals and Budget Transfers in ConnectCarolina used for?\",\"answer\":\"They are common commitment control transactions that maintain an audit trail for budget balances based on budget definitions. Budget Journals record budget amounts and allocations, while Budget Transfers move funds between budget line items and must sum to $0.\"},{\"question\":\"What is the purpose of a budget pre-check after entering a journal or transfer?\",\"answer\":\"It confirms sufficient budget, that the correct budget definition is used, and whether any budget combo-edit errors exist. If it fails, users must validate chartfield strings, review budget balances, and resolve issues before posting or submitting for approval.\"},{\"question\":\"How does posting work for submitted budget journals and budget transfers?\",\"answer\":\"If post is selected, items post immediately assuming no errors. Otherwise, the batch process posts them according to the daily schedule, or the final approver can choose to post immediately after approval.\"},{\"question\":\"What key rules apply to budget transfers?\",\"answer\":\"Transfers require sufficient budget balance and cannot move state funds across fund codes. Funds can be transferred between accounts, source, and departments within the same ledger group, and fringe benefits must be included when moving from non-personnel to personnel-related budgets, with additional restrictions for certain fund types and distance-learning state appropriations.\"}]","Budget Journals and Budget Transfers - Working with Budget Journals and Budget Transfers | PDF",1789216867,34]