Changes

Change of Budget (COB)

The Change of Budget Request Form is used to increase budget, transfer budget, or establish original budget for salary or wage budgets, fringe benefits budgets, or budget adjustments affecting revenue or fund balance.

To submit a change of budget, download the form below, fill out the details, send it for approval, then email the completed document to budget@shsu.edu. Adobe Sign may be used for gathering signatures. Tutorials and troubleshooting are available through IT@Sam.

Once received, the Budget Director will review the budget transfer, approve it, and send it on to Central Budget for processing. The Central Budget Staff will enter the transfer into Banner, review the entry twice, and the Assistant Vice President of Financial Planning & Budget will approve the journal voucher.

Change of Budget Form

Adobe Sign Tutorial

Departmental Budget Transfer

Financial managers can transfer funds within their eligible department budget online with Banner Self-Service. Your transfer may take up to 30 minutes to reflect in all systems after your budget director submits their approval.

How to Transfer Budget

Step 1

Login to MySam

Step 2

Locate the under the Employees tab, Budget & Finance section and click Finance Self Service (SSB)

Step 3

Authenticate with Duo Security

Duo Security

Step 4

Click Department Budget Transfer

Step 5

Complete the following fields:

Field Name	What to Enter
Transaction Date	Date funds will be transferred.
Transaction Amount	Monetary value that will be transferred.
Chart	Use S
Fund	Use 6 digit fund code
Organization	Use 6 digit department code
Account	Use 6 digit account codes that you want to transfer the money to and from.
Program	Use 2 digit program code for each to and from FOAP.
Budget Period	Select a option from the dropdown that aligns with the fiscal year month the transfer will occur. (Ex. Sept = 01, March = 06, Aug = 12)

Step 6

Click Complete