Your SlideShare is downloading. ×
MUNIS Budget Tutorial 02-2014
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Saving this for later?

Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime - even offline.

Text the download link to your phone

Standard text messaging rates apply

MUNIS Budget Tutorial 02-2014

224
views

Published on

Published in: Education, Technology, Business

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
224
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. FY 2015 Budget Training Tutorial Part One MUNIS Budget Module Office 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 link above)
  • 3. Overview • Accessing Budget Entry • Data Entry • Reports
  • 4. Accessing Budget Entry After 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 (Keep at 20151) Green Check (OK) to Proceed 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 Check (OK) to Proceed Account Type: Revenue (R) or Expenditure (E) Enter or Select Project Code Enter or Select Account (Obj) Code Enter or Select Division (Org) Code 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 Entry Green Check (OK) to Save Changes Click on “pad and pencil” icon to edit accounts in table. Access info for highlighted account FY 2014 Projected Search another account group 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.
  • 8. Individual Data Entry To work with an individual account, highlight in the table and click “Account Info” Green Check (OK) to Save Changes Click on “pad and pencil” icon to edit account information Tab for account text Tab for account history (FY 2011 to FY 2014) 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.
  • 9. 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 field DO 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).
  • 10. Reports from Account Entry Departments can run summary reports from the Account Entry screen Print reports of accounts as a PDF (to save, email, or print hard copy) Export into Excel These buttons allow you to pull your account group into a PDF report or Excel spreadsheet, for distribution and offline analysis.
  • 11. Reports To 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 print report for. “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”
  • 12. Reports To 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) Budget Level (Select 1) Sequence sorting (refer to Page MUNIS-6 of manual) Percent Change Calculation Method (Select 1) 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.
  • 13. 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