Special Funds Budget Development User`s Refresher
Contents
1. Special Funds Application Refresher March 6 2013 HO249 2 3pm Location UNCW My Seaport gt Administrative Services gt Special Funds Budget Request Must have Banner Access See Financial Systems to gain access Must have the Special Funds Role User Manual UNCW Budget Office Webpage gt Budget Resources gt Special Funds Budget Development gt Special Funds Budget Request User s Manual Housekeeping Loading the data don t keep hitting the tab just let it load Enter whole dollars no pennies Save save save Special Funds Budget Request Requirements Receipts Summary End of Year Cash Balance Special Funds Download to Excel Multi Year Comparative Data Greyed out fields come from another part of the Application ex SPA salaries benefits etc Narrative Flag Download to Excel Requirements Account codes are set but in Receipts you can add additional account codes Special Funds Budget Request Summary End of Year Cash Balance Balanced Budget Required Special funds download to excel do your own print formatting in Excel Multi Year comparative data driven by the date you sign in not by the Budget Year you choose Narrative Justification Narrative Justification Form Budget Office Comments Form Required Narrative Justification Form to document any amounts that are 5 of greater than previous year s original budget You can attach a file with additional information any kind of file type N2. V Budget Office Budget Submission Dept Div Budget Office Overall due to the Budget Office May 1 2013 Know your Division s internal deadlines if applicable
3. o spell check only a text box up to 4 000 character limit Suggestion Do editing in word spell check and copy and paste in the box or attach a file Budget office comments Form See what we wrote and a place for documentation history Personnel Schedule SPA EPA Temporary LEO Existing positions in Original FTE and Budget from Banner HR 3 30 flag for any position budget and or FTE changes and ALL new positions You can add as a completed document through the narrative feature Calculates benefits driven off Admin tab Flows to the requirements form Can add a new position choices available for EPA and Temporary Salary Reserve is set at 5 but can be overridden Pool Positions Request forms are required for new pool positions See our budget website Transfer Schedule Transfer Schedule Form Data doesn t come from Banner Comes from the schedule from the year before Can add transfer in and transfer out only begins with a 98 Using 988460 must have a banner fund code If other than 988460 can use N A Can add transfer in account codes Must start with 108 Using 108460 must have banner fund code Other than 108460 fund can be N A Data flows to applicable Requirements and Receipts forms Admin Really for our office but you can see the Budget year rates for how the benefits are set up Approval report view the approval stages of the budgets Dept 19 DEC 12 HENDRIX DI
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