Changes

To make changes to your budget, Financial Managers may submit a Change of Budget (COB) request either through the Change of Budget App or MyJournals.

Before you submit a Change of Budget, keep in mind:

  1. Submitters and Approvers must have Org Level Access. For access refer to https://intranet.shsu.edu/dept/controller/access.html
  2. A Change of Budget is different than moving or adjusting expenses/revenue that have posted (YTD Activity). Refer to the Controller's Office Transaction Correction Form.
  3. Training and quick guides are available for each method is available.

Find which COB method is appropriate to use for your budget transfer request.

MyJournals is a Banner application that immediately moves budget in BAVL with a rule code of BDT - Departmental Budget Transfer. Once all approvals have been completed, the Change of Budget will appear in BDST. Allow Banner time (about 10 minutes) to process.

Fund Organization Account Program
Same Fund (No Grand Funds: 16 or 22-29; contact the Grants office) Authorized Organizations 3-Digit Account Pools Only - 710, 720, 750, 760, 770 Any Program (Be sure you are using the correct program)

The Change of Budget App (COB App) is a custom application built in-house to request budget adjustments to salary or fringe benefits accounts, or adjustments affecting revenue or fund balance. If you are doing pool to pool transactions, use MyJournals. The COB App routes via Adobe Sign for signatures and, once approved, will be manually entered into Banner as a Rule Code of BD2, BD3, BTF, or BFB. This method can take several days.

Fund Organization Account Program
Same Fund Authorized Organizations Salary, Benefit, Revenue, or Fund Balance Any Program (Be sure you are using the correct program)