Williamson County authorizes budget office to develop Workday line‑item transfer policy

Williamson County’s Commissioners Court on April 14 directed the county budget office to develop proposed modifications to the county’s line‑item transfer submittal and approval process to use Workday and to draft a policy that would permit the county budget officer to approve transfers under conditions and thresholds the court defines.

Ashley Holiday, the county budget officer, described the current manual process—where departments place transfers on the public agenda and staff re‑enter approvals into the general ledger—and said moving transfers into Workday could reduce lead time from days to hours. Holiday said the software supports hierarchical approvals and that staff can configure reporting or exception triggers to the court.

Commissioners discussed safeguards, agreeing capital projects (CIP, road bond) and transfers that violate policy should still come to the court. Commissioner Covey asked staff to propose dollar thresholds so the court can determine what level of transfers should be reported to or kept for court action. The court approved the request to develop the policy and return with recommended thresholds by subsequent meetings, voting 4–0.

Holiday said the new process would also allow small transfers to be handled more efficiently while providing quarterly or periodic reports to the court as desired.