Access step-by-step guides, checklists, resources, and reference materials related to Cost Transfers.
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Job Aids
Vocabulary
- Controller's Office: UC Berkeley's Chart of Accounts (COA) definition
New User Support
- Salary Cost Transfer - Instructor-Led Training Slide Deck
- Job Aid: Salary Cost Transfer Transaction - Basic / Unrestricted
- Job Aid: Salary Cost Transfer Transaction - Restricted
- Job Aid: Salary Cost Transfer Transaction - Work Study
- GL: Documentation for Grants & Compliance Checklist
Benefit Cost Transfers
- Benefit Cost Transfer Starter Pack: Basic Step-by-Step Job Aids
- YouTube Walk-Through Video: Benefit Cost Transfer
Fee Remission
Advanced User Support
- CBR Excluded Earn Codes
- UC Berkeley to UCPath Earn Code Map
- UC Berkeley DOS to Earn Code Map
- Unpaid Cap Gap Processing
Assessments
Automated Funding Reallocation Process
Microlearnings
Approver Refresher
- Coming soon!
Additional Resources
Topics
Reports
- CalAnswers: General Ledger Reporting Dashboard:
- CalAnswers: Position Management Dashboard: pull detailed reports of Positions and their funding for your department/s!
Policies