Period 998 adjustment transactions are used to move SFS cash balances to the proper funding string for the new fiscal year operations.
A journal entry, with a JR998 journal mask, is created to record this type of transaction. This entry will be posted in early August and creates your beginning balance in WISER.
Download the 998 Department Adjustment Request FY19 (xls)
Complete all required fields
- Requesting Department
- Contact name and phone #
- Roll From Coding: Fund, Project, Department ID or Range
- Roll To Coding: Fund, Project, Department ID
- Special Instructions
Enter the appropriate coding string
- 3-digit Fund
- 7-digit Project
- 6-digit Department ID
- Funds can only be requested from the funds listed to a different department or project at year end:
- Funds – 127, 128, 130, 134, 136, 140, 141, 143, 147, 151, 166, 533
Send in the form
Follow the Year End Accounting instructions.