budget entry using munis excel ribbon

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Nick Clark Anderson County Board of Education Budget Entry using MUNIS EXCEL RIBBON

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Budget Entry using MUNIS EXCEL RIBBON. Nick Clark Anderson County Board of Education. Requirements Excel version 2007 or newer MUNIS user with the same name as used to logon to PC The add-on installed File can be downloaded from the following website. * EXCEL RIBBON(EXE) - PowerPoint PPT Presentation

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Page 1: Budget Entry using MUNIS EXCEL RIBBON

Nick ClarkAnderson County Board of Education

Budget Entry using MUNIS

EXCEL RIBBON

Page 2: Budget Entry using MUNIS EXCEL RIBBON

Requirements

• Excel version 2007 or newer• MUNIS user with the same name as used to logon

to PC• The add-on installed

File can be downloaded from the following website.*EXCEL RIBBON(EXE)

http://www.acschools.net/kasbo.aspx

Page 3: Budget Entry using MUNIS EXCEL RIBBON

Required PermissionsBudget

Roles:

Page 4: Budget Entry using MUNIS EXCEL RIBBON

General Ledger Roles:

Page 5: Budget Entry using MUNIS EXCEL RIBBON

HR Management / Payroll Roles:

Page 6: Budget Entry using MUNIS EXCEL RIBBON

Select the “Get Budget” icon, and information will be pulled from the default budget projection.

This will pull in all accounts in the default projection that user has access to view.

Page 7: Budget Entry using MUNIS EXCEL RIBBON
Page 8: Budget Entry using MUNIS EXCEL RIBBON

You can chose to click the “Refresh GL Amts” Icon to refresh the GL amounts Only the Original, Revised, Carry Forward, Actual, Encumbered, and Requisitions columns refresh.

You can click the “Upload My Budget” to upload changes back to the default projection.

You will get a pop-up window that allow notes to be uploaded with this upload.

You will get a confirmation stated that your Budget was uploaded.

Page 9: Budget Entry using MUNIS EXCEL RIBBON

Handout can be found athttp://www.acschools.net/kasbo.aspx

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