FY 2015 BudgetTraining Tutorial

Part One

MUNIS Budget Module

Office of Budget Evaluation & Development

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)

Overview

• Accessing Budget Entry

• Data Entry

• Reports

Accessing Budget Entry

After starting MUNIS, choose “Financials,” then “Budget Processing,” then “Next Year Budget Entry”

Accessing Budget Entry

After starting MUNIS, choose “Financials,” then “Budget Processing,” then “Next Year Budget Entry”

Projection Number (Keep at 20151)

Budget Level(Keep at 1)

Green Check (OK) to Proceed

Go ahead and click on the Green Check or press “Enter”

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 Division (Org) Code

Enter or Select Account (Obj) Code

Enter or Select Project Code

Access your account group by typing in a Division number in the appropriate blank and click on the Green Check or hit “Enter”

Data EntryGreen Check (OK) to Save

Changes

Access info for highlighted

account

Click on “pad and pencil” icon to edit accounts in table.

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.

Search another

account group

FY 2014 Projected

Individual Data Entry

To work with an individual account, highlight in the table and click “Account Info”

Green Check (OK) to Save

Changes

Tab for account text

Click on “pad and pencil” icon to edit account information

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.

Tab for account

history (FY 2011 to FY

2014)

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 fieldDO 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).

Reports from Account Entry

Departments can run summary reports from the Account Entry screen

Export into Excel

These buttons allow you to pull your account group into a PDF report or Excel spreadsheet, for distribution and offline analysis.

Print reports of accounts as

a PDF (to save, email, or print hard

copy)

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

“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”

“Define” to select

projection and division to print report

for.

ReportsTo 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)

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.

Sequence sorting (refer

to Page MUNIS-6 of

manual)

Budget Level (Select 1)

Percent Change Calculation Method (Select 1)

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