munis budget tutorial 02-2014
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FY 2015 BudgetTraining Tutorial
Part One
MUNIS Budget Module
Office of Budget Evaluation & Development
Tutorial Instructions
• Click your mouse to proceed from slide to slide.• Slide feature animation to help progress from
step to step• If you need to go back a step, use the “Up
Arrow” or “Left Arrow” keys• If you need to go forward a step, use the “Down
Arrow” or “Right Arrow” keys• Recommended: Print a copy of the Budget
Manual prior to continuing this tutorial (Available at link above)
Overview
• Accessing Budget Entry
• Data Entry
• Reports
Accessing Budget Entry
After starting MUNIS, choose “Financials,” then “Budget Processing,” then “Next Year Budget Entry”
Accessing Budget Entry
After starting MUNIS, choose “Financials,” then “Budget Processing,” then “Next Year Budget Entry”
Projection Number (Keep at 20151)
Budget Level(Keep at 1)
Green Check (OK) to Proceed
Go ahead and click on the Green Check or press “Enter”
Accessing Budget Entry
After starting MUNIS, choose “Financials,” then “Budget Processing,” then “Next Year Budget Entry”
Green Check (OK) to Proceed
Account Type: Revenue (R) or Expenditure (E)
Enter or Select Division (Org) Code
Enter or Select Account (Obj) Code
Enter or Select Project Code
Access your account group by typing in a Division number in the appropriate blank and click on the Green Check or hit “Enter”
Data EntryGreen Check (OK) to Save
Changes
Access info for highlighted
account
Click on “pad and pencil” icon to edit accounts in table.
FY 2015 Budget Level 1 (for
Department Entry)
To edit account financials in this screen, click on the “pad and pencil” icon. Edit the amount in the “2015 DEPT BASE” cell, then hit “tab” to edit the “2014
Projected” cell. Hitting “tab” again takes you to the “DEPT BASE” cell for the next account. When finished, click on the Green Check to save changes.
Search another
account group
FY 2014 Projected
Individual Data Entry
To work with an individual account, highlight in the table and click “Account Info”
Green Check (OK) to Save
Changes
Tab for account text
Click on “pad and pencil” icon to edit account information
Budget Information Cells (similar to prior versions)
This screen can also be accessed by double-click on an account in the table of the previous Budget Entry screen. It allows you to edit the account’s text information
and edit financial entries in a format similar to the old Budget Entry screen.
Tab for account
history (FY 2011 to FY
2014)
Account Text Entry
To edit account text, select the “Text” tab for the account and hit the “pad & pencil” icon.
Green Check (OK) to Save
Changes Click on “pad and pencil” icon to edit text fields
Actual text fieldDO NOT USE “NOTES” FIELD!
Any increases in account amounts must have an explanation provided in the text field for the account, along with select accounts where justification must be
provided with text (such as Travel accounts).
Reports from Account Entry
Departments can run summary reports from the Account Entry screen
Export into Excel
These buttons allow you to pull your account group into a PDF report or Excel spreadsheet, for distribution and offline analysis.
Print reports of accounts as
a PDF (to save, email, or print hard
copy)
ReportsTo print a budget report, return to the Main Menu, and select “Financials,” then “Budget
Processing,” then “Next Year Budget Reports”Green Check (OK) to Save
Changes
Select to modify report features
“Seg-find” to select projection and define account range with advanced features
To create a report, click on “Define” to set projection (20141) and account group, then click on “Report Options”
“Define” to select
projection and division to print report
for.
ReportsTo print a budget report, return to the Main Menu, and select “Financials,”
then “Budget,” then “Next Year Budget Reports”
Green Check (OK) to Save
Changes
Report Type (1 is standard, other options available)
Report settings (refer to Page MUNIS-6 for suggested settings)
Instructions on Pages MUNIS-5 and MUNIS-6 of the manual provide detail on the options available and preferred settings. Once done with settings, click on Green Check or hit “Enter.” Close this screen, then select “File,” then “Output”
on the “Next Year Budget Reports” screen to print the report.
Sequence sorting (refer
to Page MUNIS-6 of
manual)
Budget Level (Select 1)
Percent Change Calculation Method (Select 1)
Conclusion
• Can print “Reports” as hard copy, PDF, or export to Excel
• The deadline for submissions is 5:00 p.m. on Monday, March 10, 2014
• To gain access to module, use the authorization link on the bottom of this webpage and enter code “MUNIS15KW”
• If you have any questions, or need an entry deleted, please call Kenneth Hunter– Office: extension 1335– Mobile: 343-5522– Email: kenneth.hunter@rockymountnc.gov
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