Q. How do requisition department users get access to the budget system?
Under Settings – > Users A Budget Admin user must enable the user for access and assign them Tabs & Sections to their access list. See: User Management
Q. How do I upload employees to the budget system?
There are 2 Options:
1) Under Settings, you can upload ALL employees for all Accounts. This Sheet must include the Account number that each employee should be assigned.
2) By Department on each S&W Sub-schedule you can upload the employees for just that section.
Q. What is the % Change Column based on?
The % Change can be set by MSI to be based on last yeas adopted budget or last years Adjusted budget. It is compared to the Recommend budget (If shown, even if 0.00) and the Department Request budget (If the recommend budget is hidden).
Q. What is the Projected Charged Column?
This is an optional column that departments can use to enter the projected total charges for an account through the end of the year.
Q. What is the Contracted Column?
If you use the contract module in the Accounting system, and enter future encumbrances, those future encumbrances numbers will show here.
Q. Can the Goals & Objectives be included in the PDF document?
The Goals & Objectives are separate documents that are attached. Because these are free-form and can be many different document types, the system cannot automatically insert them into the PDF report. If the goal to create one PDF report including all the goals and objectives, you should use Adobe Acrobat (Full Version) to assemble your master document.
Q. Can I access past budget sets?
Yes, you can sign into all past years. (READ – ONLY)
Q. How do I edit a Tab Description?
You can edit a tab by double clicking it.
Q. How do I change the order of Tabs?
You can simply drag the tabs to re-order them
Q. Does the simple Budget request built into the Requisition System feed into the Advanced Budget system?
No, it does not. You cannot use both systems for budgeting. It is one or the other.
Q. Some sub-accounts are missing from the budget document, how do I add missing sub-accounts?
Click the Account refresh icon.
Q. How do I remove sub-accounts that are not needed?
Right click on the sub-account number you do not want in your document, and click “Remove This Account”.
Q. How do I record the budget to the accounting system when I’m done?
You download the budget document to Excel using the Icon at the top, and upload the budget into the Accounting System.
See: Posting Budget
Q. Are there other reports available?
Reports can be created based on individual needs. CALL MSI with your request. See: Other Reports