FY 2014 MUNIS Budget Tutorial - City of Rocky Mount

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FY 2014 MUNIS Budget Tutorial - City of Rocky Mount, NC

FY 2014 MUNIS Budget Tutorial - City of Rocky Mount, NC

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  • 1. FY 2014 Budget Training Tutorial Part One MUNIS Budget ModuleOffice of Budget Evaluation & Development
  • 2. 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 K:BudgetTraining)
  • 3. Overview• Accessing Budget Entry• Data Entry• Reports
  • 4. Accessing Budget EntryAfter starting MUNIS, choose “Financials,” then “Budget Processing,” then “Next Year Budget Entry”
  • 5. Accessing Budget Entry After starting MUNIS, choose “Financials,” then “Budget Processing,” then “Next Year Budget Entry” Projection Number Green (Keep at 20141) Check(OK) toProceed Budget Level (Keep at 1) Go ahead and click on the Green Check or press “Enter”
  • 6. Accessing Budget Entry After starting MUNIS, choose “Financials,” then “Budget Processing,” then “Next Year Budget Entry” Green Enter or Select Check Project Code(OK) toProceed Enter or Select Account (Obj) CodeAccount Type: Enter or SelectRevenue (R) or Division (Org) CodeExpenditure (E) Access your account group by typing in a Division number in the appropriate blank and click on the Green Check or hit “Enter”
  • 7. Data EntryGreen Check Click on “pad and pencil” icon to(OK) to Save edit accounts in table. Changes Access infofor highlighted account Search anotheraccount group FY 2014 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 “2014 DEPT BASE” cell, then hit “tab” to edit the “2013 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.
  • 8. Individual Data Entry To work with an individual account, highlight in the table and click “Account Info”Green Check Click on “pad and pencil” icon to(OK) to Save edit account information Changes Tab foraccount text Tab for account history Budget Information Cells(FY 2008 (similar to prior versions) to FY 2011) 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.
  • 9. Account Text EntryTo edit account text, select the “Text” tab for the account and hit the “pad & pencil” icon. Green Check Click on “pad and pencil” icon to (OK) to Save edit text fields Changes Left column to indicate visibility of text row. Type “I” in field to remove field Actual text field to right from reports. 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).
  • 10. Reports from Account Entry Departments can run summary reports from the Account Entry screen Print reports Export into Excel of accounts as a PDF (to save, email, or print hard copy)These buttons allow you to pull your account group into a PDF report or Excel spreadsheet, for distribution and offline analysis.
  • 11. 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 “Define” to select projection and division to “Seg-find” to select print report projection and define for. account range with advanced features To create a report, click on “Define” to set projection (20141) and account group, then click on “Report Options”
  • 12. ReportsTo print a budget report, return to the Main Menu, and select “Financials,” then “Budget,” then “Next Year Budget Reports” Green Check Report Type (1 is standard, other (OK) to Save options available) Changes Sequence Report settings (refer sorting (refer to Page MUNIS-6 for to Page suggested settings) MUNIS-6 of manual) 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.
  • 13. Conclusion• Can print “Reports” as hard copy, PDF, or export to Excel• The deadline for submissions is 9:00 a.m. on Monday, March 11, 2013• To gain access to module, use the authorization link on the bottom of this webpage and enter code “MUNIS14KW”• 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