Transfers

Allovue Manager Transfers Overview

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 support@allovue.com

My Transfers Tab

Create Transfer

1. In Allovue Manage, select Transfers.

2. Select My Transfers.

3. Select Create Transfer.

4. Choose Select Account to pick the account you would like to Transfer to.

5. Choose Select Account to pick the account you would like to Transfer from.

6. Enter the Amount to Transfer.

7. Enter Transfer Notes.

8. Select Proceed to Review and Confirm.

9. 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:

1. In Allovue Manage, select Transfers.

2. Select My Transfers.

3. Select Export.

Export Transfer Fields

• Fiscal Year

• Approved On

• Funds

• Locations

• Objections

• Functions

• Credit

• Debit

• Notes

• Submitted By

• Approved By