Allovue Manage offers the ability to request and approve fund transfers from one account to another. Since Manage is a read-only system, transfers approved in Manage must be imported back into the ERP once approved. Only administrators can approve a transfer.
If you would like the transfer feature turned on for your district, please contact [email protected]
My Transfers Tab
Create Transfer
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In Allovue Manage, select Transfers.
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Select My Transfers.
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Select Create Transfer.
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Choose Select Account to pick the account you would like to Transfer to.
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Choose Select Account to pick the account you would like to Transfer from.
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Enter the Amount to Transfer.
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Enter Transfer Notes.
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Select Proceed to Review and Confirm.
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Select Save and Confirm.
Export Transfer Requests
Once transfers are approved in Manage, the transfer should be imported into the district ERP/ system of record. You can export approved transfers by following the steps below:
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In Allovue Manage, select Transfers.
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Select My Transfers.
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Select Export.
Export Transfer Fields
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Fiscal Year
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Approved On
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Funds
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Locations
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Objections
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Functions
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Credit
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Debit
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Notes
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Submitted By
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Approved By