Transfer Between Bank Accounts in Mountaineer Marketplace

These instructions show you how to transfer funds between a state and Research Corporation bank account.

1. Access Mountaineer Marketplace.

2. In the lower right corner of the Mountaineer Marketplace landing page, click Pay an Invoice or Transfer Funds and then Transfer Between Bank Accounts

3. In the Supplier field, choose the Supplier from the list.

4. Provide payment information.

   • Product Description: a description of the transfer request

   • Invoice Date: the date you are submitting the form

   • Good Recd Date: the date you are submitting the form

   • Amount: the total amount of the transfer

5. To submit your form, choose Add Item And Close Form in the upper right corner. The form will become a shopping cart.

   1. To continue completing the transfer form but for a different transfer, in the upper right corner, click the Add Item And Close Form dropdown arrow and choose Save to Cart and Add Another Item. Complete these steps for each transfer. After the final transfer, click Add Item And Close Form.

6. After submitting, a shopping cart is created for this form. You may choose Assign Cart or Proceed to Checkout:

   1. Assign the Cart: This is a means of collaborating with another employee on a purchase before submitting the requisition for approvals.

   2. Proceed to Checkout:

      1. Identify a shipping address.

      2. Optionally, enter the account(s) that will pay for the purchase.

      3. Attach documentation for the approver and/or the buyer.

      4. Click Submit Requisition or Assign Cart.

         1. Submit Requisition: Your shopping cart becomes a requisition and will automatically route for electronic approvals based on WVU compliance rules. You can view the routing path in the PR Approvals tab in the Checkout screen.

         2. Assign Cart: forward the cart to an employee who can view the transaction, and then (depending on the employee's role) identify the account paying for the purchase, approve the transaction, or submit the requisition to the SBA.

Training resources

• View a detailed PDF guide showing how to complete the Transfer Between Bank Accounts.

Open

• View a video showing how to complete a request form.

• View the PCPS webpage.

• Email pcps@mail.wvu.edu for assistance.