Online Transfer Voucher Workflow Process

1
Online Transfer Voucher Workflow Process
Manual

• Online TV Workflow Development Team Contacts
• Process and Technical Assistance
• Randy Moore 486-0932 randy.moore_at_uconn.edu
• Rajesh Dasari 486-6632 rajesh.dasari_at_uconn.edu
• Information on the Finance Divisions Workflow
  Initiative
• Glen OKeefe 486-4833 glen.okeefe_at_uconn.edu
• Trainer
• Kim White 486-2938 kim.white_at_uconn.edu

2
Instructions for submitting an online Transfer
Voucher

• Go to website (TEST) https//applicatinos2.contro
  ller.uconnn.edu/Rajesh/Transfer_Voucher.nsf/Transf
  er-Voucher?OpenForm
• Login
• Using your TAS employee number and password

Insert your TAS Employee and Password
Click Login
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Submitting a TV continued
Click on drop down list Choose Receiving Dept.
System automatically assigns number
Next, click on drop down list to select the Dept.
Representative who should approve the TV
Optional Use this section to describe in detail
the line items transactions.
Click yellow box to begin entering transactions
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Submitting a TV continued
6-digit FRS account to be credited
Dollar amount without or comma
6-digit FRS account to be debited
(optional) of Units
Accompanying 4-digit debit subcode
(optional) Unit Price
(20 characters or less) short description
4-digit credit subcode
If another line is required, and you are charging
the same department, click on the plus
sign to enter another transaction. (15 line
maximum)

Submit TV Calc and Print Form
After completing all your lines and reviewing all
your information, click on the Submit TV button
to send your request.
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Submitting a TV continued
Immediately after clicking on the Submit TV
button - The Successful Submission screen will
appear. Please note With any secure
transaction, you should close your browser to
clear the memory cache of any sensitive
information. You will also receive an email
confirming that your online TV has been
submitted. SAMPLE below
SAMPLE
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Approving a Transfer Voucher
If you receive an online transfer in your e-mail,
click on the link to open the TV request.
When this form opens, carefully review the
information supplied by the requesting
department. The online TV has the following four
action buttons you can select from
Print Form
Accept
Deny
Forward
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Approve a Transfer Voucher Continued
To accept charges click on the Accept button.
To print a copy for your files click Print Form
Accept
Print Form
Forward
Deny
To deny the charges click on the Deny button
A notification that you have denied the charges
will be sent to the requestor
To forward the TV to another individual in your
department who has approval authority, click on
the Route TV to dropdown list and select the
department representative who should approve the
TV. Then click the Forward button.