Special Funds Budget Development User`s Manual
Contents
1. you ll enter the difference as a positive amount in 409970 When you enter the amount in 109970 as a positive the Budget Office will interpret this as your desire to balayce your budget with use of Fund Balance If that is the case you will then need justify the request and discuss with the Budget Director End of Year Cash Balance Summary Accounting Description 2010 2011 Actual 2011 2012 Original Budget 2012 2013 Base Budget Total Receipts 69 811 63 500 500 Total Requirements 52 251 63 500 500 Receipts Over Under Requirements 17 560 0 0 Cash Balance Beginning of Year 94 693 112 253 Cash Balance End of Year 112 253 112 253 ES al To download please press the excel icon The download to Excel icon works the same way as explained in the Requirements section above Special Funds Download to Excel This option allows the user to download the entire special funds budget package to an Excel format Note The user will need to modify the print options in Excel to make it print as desired In order to download the entire budget package to Excel please see the section towards the end of this manual regarding downloading by form or the entire budget package to Excel Multi Year Comparative Data You will be able to see a current year to date look at actual requirements and receipts plus the last 2 fiscal years The budget year selected in the header does not drive the data displayed When you sign into the Application it2. 308 personnel EXE schedules A6 914000 NNI 0 0 Holiday Pay If the amount you type directly into the Base Budget column is 596 or more than the Original Budget column then a message will come up that says The amount you entered is 596 or greater than the Original Budget Narrative justification required You are required to provide information on why the projected budget is 596 or greater than the current year s original budget Please enter the justification into the Narrative Justification tab See more on narratives in the Narrative Justification section of this document Note there is no narrative required message that will display for the personnel lines only for lines where you can directly enter the data into this form REF Account Personal and Non 2010 2011 2011 2012 2012 2013 Base Budget Code Personal Costs Actual Original Budget 50000 The amount you B4 930000 supplies amp Materials 31 953 33 247 entered is 5 or greater than the Original Budget Narrative justification required B5 940000 Capital Outlay 13 055 0 B6 950000 Other Expenses amp Adj 15 811 0 0 5 Grants State Aid UT i BEI d Budget Pool 0 0 B8 980000 Transfer Out 0 0 As you work your way through the form and enter data please use Tab key to move from one field to another Press the Save button at the bottom of the form to save your changes There is not an option to add a new Requirements account
3. Social Security is 28 004 818200 SPA Retirement S43 643 818600 Medical Insurance S42 574 818720 Unemployment 31 700 AB 918000 Total budget request for benefits 118 921 A10 919810 Total budget request for workers compensation 5 of total salary request 1 700 Change default percentage of salary reserves Update Summary Totals Salary Reserve Removal Note When you make any kind of changes to the SPA EPA Temp Wages Schedules Make sure you click on the Update Summary Totals button in the Summary Total section to get the most update benefit calculation Let s break it down Total SPA Position Salaries A2 912000 Total budget request for SPA position salaries 8 20 315 165 The FTE and dollar amounts are a sum of the existing and or new positions This dollar amount appears on the Requirements form in the 912000 line for SPA and 911000 for EPA You cannot tvpe in this field 15 Overtime A3 912200 Total budget request for overtime pay enter dollar amount 1 500 This field defaults to zero and you can type directly into this field Enter the Overtime amount you expect your program to pay out for the upcoming fiscal year The amount shows up on the Requirements form in the 9122000 line There is no Overtime for EPA Longevity A4 912700 Total budget request for longevity pay enter dollar amount 2 500 This field defaults to zero and you can type directly into this field Enter the Longevity am
4. code All budget pools have been programmed into the Requirements page In the future if a new budget pool is developed the application will be updated accordingly The bottom of the Requirements page has totals for each of the columns Also at the bottom of the form is the Save button and an Excel icon to download the page to an Excel format Note Once you download the Requirements form into Excel you ll still need to adjust the print option to print it the way you desire REF Account Personal and Non 2010 2011 2011 2012 2012 2013 Base Budget Code Personal Costs Actual Original Budget B3 922000 Utilities 0 0 50 000 The amount you B4 930000 Supplies amp Materials 31 953 33 247 entered is 5 or greater than the Original Budget Narrative justification required B5 940000 Capital Outlay 13 055 0 B6 950000 Other Expenses amp Adj 15 811 0 Grants State Aid en B7 960000 Budget Pool 0 0 0 980000 Transfer Out iso mmm Total Requirements 1 204 656 1 296 533 1 120 360 Save Sas To download please press the excel icon In order to download the Requirements form to Excel please see the section towards the end of this manual regarding downloading by form or the entire budget package to Excel Please make sure you save your changes before exiting the Requirements form If you select Cancel you will leave the Requirements form without saving changes and go into the new form you clicked on Save yo
5. drop down menu and the Fund title that you are building your budget for Banner access is required and you must also have the Budget Special Funds Application Role If you do not have access to Banner or the specific role please see the Resources guide in the back of this manual The Budget Office will activate the year that you are able to develop your budget for For budget years that are closed you can view them but no changes will be saved UNCW Budget Office Special Funds Budget Request Application User Amy Gibson e Dept Budget Year 2013 2014 v DIV Fund Title 217209 Admin Support Budget Office Special Funds Budget Request Narrative Justification Personnel Schedule Transfer Schedule Admin Requirements Receipts Summary End of Year Cash Balance Special Funds Download to Excel Multi Year Comparative Data Special Funds Budget Request Requirements Click on the Requirements link This may take a minute to load It s a large form with lots of data Do not keep clicking on the Requirements link as you ll reset the form loading process and delay the form from appearing You may not see a swirling icon or a loading bar depending on your browser Please be patient The actual expenditures are pulled in by budget pools as is the budget data The Budget Year chosen in the header will drive the Actual and Original Budget data displayed For example if the Budget Year that is being develo
6. flag that appears Non Grant Pool Position form required This form can be found on the UNCW Budget Office webpage UNCW edu gt Faculty amp Staff gt Budget Office gt Forms gt Pool Positions To make a change to an existing pool position MM TE or GR simply enter the dollar amount you desire No FTE is required No HR 3 30 is required flag will display for pool positions 14 If you wish to delete the new position simply hit the Delete button applicable for the position If you wish to delete an existing position just enter SO and O FTE and submit the appropriate HR 3 30 paperwork Within the Personnel Schedules is a Summary Total section This section is generating the benefits for the existing and any new positions based on the future year budgeted dollars and FTE The benefit rates come from the Admin Tab where the Budget Office will set the benefit rates for the year in which the budgets are being developed Total SPA Position Salaries Af 912000 Total budget request for SPA position salaries 8 20 315 185 AS 9012200 Total budget request for overtime pay enter dollar amount s1500 Longevity A 312700 Total budget request for longevity pay enter dollar amount 52 500 Salary Reserves AS 912910 Total budget request for salary reserves 5 of total SPA salaries requested 15 758 Premium amp Holiday Pay AG 914000 Total budget request for premium and holiday pay enter dollar amount 5 000 818100
7. knows the date you are signing in and will bring in the applicable current fiscal year data up that point in time from Banner As well as the last 2 prior fiscal years of actual data This trend analysis feature has been added to assist you with preparing your future budget Narrative Justification The Narrative Justification tab provides a place to enter required documentation for any projected budget amount that is 5 or greater than the previous year s original budget The Narrative form can also be used to provide supplemental information The application has provided new functionality in that a file s can be attached A word about providing a 8 narrative The narrative is an important and necessary component of the Special Funds Budget package By providing a narrative you not only shed light on any supporting data but also insight as to how the program is expected to perform for the next fiscal year The more thorough the narrative the better the Budget Office will understand and support your program Click on the Narrative Justification Form link Special Funds Budget Request Narrative Justification Personnel Schedule Transfer Schedule Admin Narrative Justification Form Budget Office Comments Form The text box will accommodate a maximum of 4 000 characters The suggested format for the narrative is to list the account code s where the 5 or greater flag has occurred type the 6 digit account code on the left h
8. rates applicable to that year or you can edit an existing year s rates here as well To add rates click on the button Add New Budget Year Rates Budget start Year Type in the start year For example if you want to set up Budget Year 2013 14 type in 2013 in the Budget Year Field Then tab to the ECLS Code ELCS Code There are 8 different types of ECLS codes set up in the Special Funds Application SP SPA amp SPA LEO EP EPA MM More Money TS Temp SPA UF Undergrad Flat UH Undergrad Hourly TE Temp EPA and GR Grad 25 Set up the Social Security Retirement Unemployment Workers Compensation and Medical rate per FTE for each ECLS code See chart below as an example for 2013 14 Class Social Sec rate Retirement rate Unemployment Rate Workers Comp Rate Medical per FTE SP 7 6596 14 23 50 50 55 102 SP 7 6596 19 2396 LEO 5O 5O 5 192 EP 7 6596 12 58 50 50 5 192 GR 0 00 N A 50 50 N A MM 7 65 12 58 50 05 N A TE 7 65 N A 50 50 N A TS 7 65 N A 00 00 N A UF 096 N A 00 00 N A UH 096 N A 00 00 N A The retirement and Medical per FTE rates change every year Please check with the Budget Director to find the appropriate rate to use but also check to see if any of the other rates need to be changed as well Personnel Schedule For the ECLS code you are selecting you must tell the application which schedule the benefits apply to For SP it goes on the SPA schedule so type S
9. the Receipts form In order to do this please click the button Add New Receipts at the bottom of the Receipts form 107320 Rent Equip 4 939 3 500 108460 EE NY Trans In 0 0 1 500 Total Receipts 17 811 11 500 New Receipts There is no records found for search criteria 1 To download please press the excel icon Choose the Account code from the drop down menu Note the 108 account codes must be selected through the Transfer Schedule Enter the Base Budget Click Save Note If you try to add a new Receipt Account that already exists on the Receipts page you will not see 2 lines of the same account code Rather the amount you typed in while setting up the New Receipt will populate in the existing receipt account code New Receipts There is no records found for search criteria Add New Receipts Account Code Please Select SSS paseBudget i Once you add the new Receipt account code you ll see that information show up in the New Receipts section of the form New Receipts Amounts for receipt account codes that start 4 J There is no records found for search criteria with 108 must z come from the Add New Receipts Transfer Account Code 101550 Other Fees amp Charges v Schedule Base Budget Total Receipts 17 811 11 500 The Grand New Receipts Total is Account Code Personal and Non Personal Costs 2012 2012 Base Budget for the existing 101550
10. 0 008416 Administrative Specialist 29 637 29 637 Subtotal Existing SPA To make a change to any existing permanent position for the future year Base Position Budget or FTE simply go to the applicable field for that position and type in the amount Hit Tab and a message will be displayed HR 3 30 is required Any time the future budget dollars or FTE are different than what s currently in Banner from the FTE and Current Position Budget columns this HR 3 30 flag will appear Please submit an HR 3 30 with all the appropriate signatures with your special funds package to support the position changes you have made An electronic copy of the HR 3 30 can be uploaded through the Narrative Justification tab where the functionality to attach a file exists as long as the appropriate signatures are on the HR 3 30 The application holds your changes once you have saved your work Note We suggest you utilize the H0001 HR Position Listing Report SSRS Web Home HR Campus to review your funds while you are building your personnel budget in the Special Funds Application 12 Position Band and Title Current 2012 2013 Base Position Budget 2012 2013 Base Position FTE Position Budget Y l 1 00 Administrative y 562 000 eame E 001240 1 00 240 000 i Associate Vm required 35 0 13 001289 Business Officer 013 23 983 23 983 poii e 100 40 000 940 000 Associate f DHA dozon ta e 0 32 10 000 110 000 S
11. 8100 Social Security 918720 Unemployment A9 918000 Total budget request for benefits The section is all built on formulas based on the benefit rates established in the Admin tab by the Budget Office The amounts for 918000 show up on the Requirements form in the 918000 line 918100 Social Security is applied to amounts in the TS eclass code 915200 Non Student Overtime pay 914000 Holiday Pay multiplied by 7 6596 918720 Unemployment is not applicable 919610 Workers Compensation is not applicable To add a new temp position click the button Add New Temp Wages Position The following will display at the bottom of the form Add New Temporary Wages Position Position ECLS Code Please Select v Position Title Base Position Budget Save Cancel The Position defaults to NEW You ll be able to select the Eclass code Choose from TS Temporary SPA UF Undergrad Student Flat Pay and UH Undergrad Student Hourly Onc e you choose the Eclass code the Position Title will default You will also need to enter the dollar amount you wish to fund the pool position for 19 Once you click Save a flag will display Non Grant pool Position form required if you are in a non cost share type of fund If you are setting up a new temp position in a cost share position the message will say Cost Share Pool Position Form Required Then click Save Once the position is added you will see it display
12. International Programs To access these reports visit Uncw Home Page Faculty amp Staff SSRS Web 2008 Special Funds Application File Edit View Favorites Tools Help py Favorites 155 y University of North Caroli 9 OWA amp UNCW Homepage TAC Virus Info EJ soogie 38 UNCW Budget Off amp amp Oracle Developer F 9 Home Report X gt v Ej om Page Safe Toos Home My Subscriptions Help SQL Server Reporting Services 3 Home Searc o Folder Settings ii Details View m Budget Request System Fo Financial Reports L al Content anage cindy Hucks aa Content anager John C Ite 15 in Home j HR Campus FE Oracle Security Reports LG Content Managers Cindy Retc LEG Content Manager ITS 13 Special Funds Application qn UNCW Reports 35 Content Manager Cindy Hucks C24 All Faculty Staff can run these reports F SSRS Web Reports pdf F SSRSChangePassword pdf If you have access to the Athletics and or International Programs funds then you will be able to view these reports These reports are refreshed nightly You will need to sign into the selected report with your reporting ID and password Once you re in you ll need to select the Fiscal Year from the drop down box The report displays 2 years of data depending on the fiscal year chosen See example 33 s e UNCW Budget Off e Oracle Developer F e BUD Special Fun X Home Special Funds Application Spec
13. Other Fees amp Charges Receipts and the New Add New Receipts al To download please press the excel icon Receipts amounts In order to download the Receipts form to Excel please see the section towards the end of this manual regarding downloading by form or the entire budget package to Excel Please make sure you save your changes before exiting the Receipts form If you select Cancel you will leave the Receipts form without saving changes and go into the new form you clicked on Save your data Summary End of Year Cash Balance This form is a summary of the data from the Requirements and Receipts forms by Actual Original and Base Budget columns The Receipts Over Under Requirements is the difference between the Receipts and the Requirements There is no data input required from the user on this form The Cash Balance Beginning of Year amounts come from the Banner FGITBSR form Claim on Cash line Note Make sure the Base Budget Column Requirements and Receipts amounts equal each other A balanced budget is always required In order to balance your budget the requirements and the expenditures must equal If you find that the receipts exseed the requirements your program makes money then in order to balance your budget you ll need to enter the diff rence into 109970 Budget Balance Account as a negative amount If you find that the requirements exceed the receipts your program loses money then in order to balance your budget
14. PA in the Personnel Schedule The other ECLS Codes belong in the EPA Personnel Schedule Social Security Retirement Unemployment Workers Compensation and Medical per FTE rates refer to the chart above Allow FTE Check Yes for the EP and SP ECLS codes and No for the other codes EPA and SPA Salary Rate This refers to the Salary Reserve Rates use 5 as the default Just type in 5 Check with the Budget Director to make sure that 5 will be the default for the year in which the users are budgeting Then click Submit New Budget Year Rates Test with specific user This is for the Budget Office to use for testing the Application as a department user Keep in mind that even if you choose to this function to test with you ll still see every option on the Admin tab because Budget Office Staff have access to everything in this application If you want to switch from one departmental user to another you ll need to sign off and sign back in 26 Budget Revision For Budget Office Use Only This is for the Budget Office to use It creates our budget revision in an excel spreadsheet format Lockout Controls The Lockout Controls feature will allow fine tuning of the lockout You can edit individual organization codes through this feature If you need to make changes that affect a Division you can specify through the Lockout by Level Process see below Lockout by Level Process The Lockout by Level Process feature can be used to est
15. Special Funds Budget Preparation User s Manual for the Application The purpose of this document is to provide general guidance on developing your budgeted fund s as well as assistance in using the Special Funds Budget Application General 1 Your submitted budget request should reflect all reasonable anticipated requirements and receipts for the coming fiscal year As budget manager you are accountable for developing a complete and reasonable operating budget Therefore please thoroughly review programs and operations planned in the coming year including non cyclical or one time expenditures examples major equipment purchases change in activities etc 2 All projected expansion items such as new personnel or equipment purchases should be included in your budget request 3 Salary reserves are budgeted separately After the legislative increases are determined remaining reserve amounts can be moved to another line item through a budget revision request 4 Information regarding SPA position classifications is available from Human Resources Ms Denise Matroni at extension 23698 To assist you in this process please send a summary and or initial job description identifying the primary duties of the new EPA or SPA position SPA Career Band and FTE to Human Resources for review prior to the budget process This will allow you to request sufficient funding to support the proper position classification Please attach your request for
16. a New Position to your budget package along with the HR 3 30 Final HR classification review will be completed once funding has been approved prior to recruitment and will require a final SPA EPA job description organizational chart and banding Competency Assessment form SPA positions only 5 Referto the calendar for due dates posted on our Budget Office website Budget packages will be approved in mid June The approved budgets will be reflected in Banner by July 1 For information regarding the status of your budget please call the Budget Office extension 23914 6 The Accounting Office extension 23148 can provide information on expenditures incurred during the fiscal year 7 There will be no STIF revenue budgeted for 2013 14 8 Utilities are budgeted under a separate budget pool 922000 Please budget these amounts separately and not as part of the purchased services budget 920000 9 Forestimates in telephone sets line charges additional telephone services and computer terminal cable installation please contact the Telecommunications Department To Log On Go to the UNCW homepage www uncw edu Click on the Faculty Staff link Select My Seaport from the left side of the page under the Online Toolbox Logins menu Login with your UNCW Domain user id and password Once you are logged in Select the Administrative Services tab Select the Budget Office Special Funds Request Application Choose the budget year from the
17. a file To attach a file click on the Add file attachment button and select the file you wish to add Click Save Repeat this step to add additional files As files are added you will see the attachments appear at the bottom of the form Files that are a maximum of 4K in size can be selected Files any larger than this may be timed out as they take longer to upload Narrative Justification Form Comments 4000 character limit Ba To download please press the excel icon Add file attachment Narrative Justification Form Comments 4000 character limit Add New Narrative Justification FieNam Browse ick tofi i prem Click Browse to find the file to add Comments 4000 character limit Cancel Any file s added will be reflected as shown If you desire to remove the file s simply click the delete button 89 To download please press the excel icon Add file attachment 10 Budget Office Comments Form This form is for the Budget Office to maintain comments and notes about your budget You may see all the comments notes in this field but will not be able to make any adjustments to the text box as it is read only for the campus During the Budget Office review process if there are any questions or need for clarification the Budget Office will send an email asking questions or request additional information about your program You will need to respond to th
18. ablish a lockout date for a defined level and organization The lockout date will allow changes by the users within a level up to a specified lockout date The levels are below 1 Chancellor 2 Budget Office 3 Dean or Vice Chancellor 4 Director 5 Department User To use the Lockout level process you ll need to select the Organization Level Number and then the Special Fund Lockout Date Set Lockout Date by Level Number Organization All 7 Level Number All Special Fund Lockout Date Set Date For Level s se oe a aao ZIP When you click on the block for the Special Fund Lockout Date a calendar appears so you can select the appropriate date or you may type in the date in this format mm dd yyyy Once you click on the button Set Date For Level a message in red displays Lockout Date Successfully Set Completion of your budget package Once you have completed your part of the budget development for your fund s please press the Approval button found in the header of the fund You do not have to be in any particular tab of the form The Approval Reset function appears continually in the header Once you click Approve your login name and date of the approval will appear 27 TEST 2 Close p UNCW Budget Office Special Funds Budget Request Application User Amy Gibson Dept 19 DEC 12 HENDRIX Budget Year 2013 2014 v DIV Fund Title 319150 Campus L
19. aduate GR Temporary EPA TE or More Money MM to the EPA Personnel Schedule click Add New EPA Position button Add New EPA Position Position amp Position Title ECLS Code Please Select Base Position FTE Base Position Budget Maintained by Patty Stugg stuggp uncw edu About this site Copyright notice 4 amp Error on page J Trusted sites Protected Mode Off gy 1005 v Position Please type in a valid 6 digit Banner Position number If you are establishing a new position Type New Position Title The title will default with a valid Banner position number If it s a new position then type the Position Banding Title ECLS Code Please select the type of position you want to add to this schedule EPA EP Faculty FC Graduate GR Temporary EPA TE or More Money MM Base Position FTE Enter the FTE and use a decimal ex 1 0 or 50 Not applicable for EPA pool positions Base Position Budget Enter the dollars for the position just enter the number no need to preface it with a S sign Click Save EPA Personnel Schedule New Positions 2012 2013 Base Position FTE Position Classification 2012 2013 Base Position Budget 55 000 Non 0 00 Delete new grad Grant Pool Position form required Save Position Changes Add New EPA Position el To download please press the excel icon If you have established a new pool position there will be a
20. alid Transfer Out Account code To Fund Code Enter the 6 digit Banner fund code When using 988460 as the Transfer Out Code the To Fund Code must be filled in with a valid Banner fund code number because 988460 is used to transfer funds out to another fund within the University If a transfer out code is other than 988460 a valid Banner fund is not required but should be entered If the transfer is going to an entity off campus simply type N A otherwise It s always advisable to enter a Banner Fund number to facilitate the entry to execute the movement of funds Base Budget Enter the dollar amount whole dollars please no pennies and no need to preface the amount with a sign click Save 21 If you decide you to delete a Transfer Out from the schedule that you ve added click the Delete button You ll get a message Are you sure you want to delete Click Ok if you wish to proceed for Cancel if you do not wish to proceed At this point you should see the new Transfer Out amount reflected in the Transfer Out section Note if you already have an existing transfer out record and you try to add a new transfer out record to duplicate what s already in existence the application will not take it Simply alter the amount you want on the existing record The Transfer Out amount total will be reflected on the Requirements page under the budget pool 980000 as a Transfer Out total Transfer In Add New Transfer In Th
21. and side and then type the narrative Narrative Justification Form 915000 The need to add additional student and temporary staff during transition periods necessitates the increase of 20 to this line The addition of this staff is necessary to maintain the condition of our facilities and ensure proper reception desk coerage during these periods 916000 Stafi members have been approved for cellular phone allowance for the calendar year 921000 The Security Services contract will be rebid prior to FY13 We have applied a 15 increase in anticipation of the new pricing for this contract 930000 Supply costs expected to increase by 8 as we continue to work to eliminate cost of contract painting and carpentry repair Save Cancel Comments 4000 character limit Hj To download please press the excel icon Add file attachment You can leave the text box make sure you Save and then come back in and click your cursor back in the text box and continue typing Please note that there is not a spell checker available for the text box Note As a suggestion you may want to write your narrative justification in a Word document This way you can spell check and edit easier and also find the word count When you are satisfied with it copy and paste the narrative from Word to the Narrative Justification form If you find that your narrative will exceed the 4 000 character limit then save the narrative in Word and attach it as
22. ansfer Schedule tab and then be fed to the Receipts form The 108 field is grayed out so no data can be entered through the Receipts form Everything else you ll need to add directly into the Base Budget Column Account Revenue 2010 2011 2011 2012 Original 2012 2013 Base Budget Code Actual Budget Training and Certification ee x 103800 Revene 4 110 1 500 103901 Registration Fees 90 0 Amounts for E E receipt account ecreation Program Bi T Revenue 2 027 500 codes that start with 108 must 104720 Travel Fees 6 645 6 000 come from the Transfer 107320 Rent Equip 4 939 3 500 Schedule 408460 Non Mandatory Trans In 0 0 1 500 Intra amp Done Internet f2 If the amount you type directly into the Base Budget column is 596 or more than the Original Budget column then a message will come up that says The amount you entered is 596 or greater than the Original Budget Narrative justification required You are required to provide information on why the projected budget is 596 or greater than the current year s budget Please enter the justification into the Narrative Justification tab See more on narratives in the Narrative Justification section of this document Note there is no narrative required message that will display for the Transfer In line only for lines where you can directly enter the data into this form Unlike the Requirements form you can add a new receipt account code to
23. cted will display and you can click the Edit button to make changes The Allow Updates box can be unchecked or checked depending on what you need to do When finished click Save If you need to delete a year find the year you wish to delete Click Edit then the Delete button and the year will be gone Budget Year Rates Cop RES I MCPIUDUILLACHOGIHC 7 WUthe GE rnt gee nem AE VOUT L CYCIUj e I UIT Pee La ur z a y ux Budget Year Rates Form Budget Ecis Pers Social Sec Retirement Unemployment Workers Medical Per Salary Year Code Sched Rate Rate Compensation FTE Reserve Rate Edit En ilps EP EPA 7 65 12 58 0 50 0 50 5192 00 Y 5 00 Delete 2014 Edit H 2013 GR EPA 0 00 0 00 0 50 0 50 0 00 N 5 00 Delete 2014 Edit f Ect 2013 MM EPA 7 65 12 58 0 50 0 50 0 00 N 5 00 Delete 2014 Edit Ed 2013 SP SPALEO 765 19 23 0 50 0 50 5192 00 Y 5 00 Delete 2014 Edit 7 E 2013 SP SPA 7 65 14 23 0 50 0 50 5192 00 Y 5 00 Delete 2014 Edit l 2013 TE EPA 7 65 0 00 0 50 0 50 0 00 N 5 00 Delete 2014 Edit 2013 TS TMW 7 65 0 00 0 00 0 00 0 00 N 0 00 Delete 2014 Edit B LES 2013 UF TMW 0 00 0 00 0 00 0 00 0 00 N 0 00 Delete 2014 Edit f Edt 2013 UH TMW 0 00 0 00 0 00 0 00 0 00 N 0 00 Delete 2014 el 2 To download please press the excel icon Add New Budget Year Rates Once the year is established please make sure you set up the benefit
24. e the entry to execute the movement of funds Base Budget Enter the dollar amount whole dollars please no pennies and no need to preface the amount with a sign click Save The total Transfer In amount budgeted flows back to the Receipt form summarized by unique Transfer In Code Verify that your amounts are in the Receipt form Transfer In Account From Fund Name Fund 2011 2012 Amount Code 108460 noses 00 318300 oo 15 000 E Add New Transfer Out Add New Transfer In Te 2012 2013 Amount 15 000 To download please press the excel icon For Budget Office Use Only Before the users on campus can begin to use the Special Funds Application make sure the budget year they will be working in is set up and the benefit rates are established Special Funds Budget Request Narrative Justification Personnel Schedule Transfer Schedule Admin Budget Year Web Display Budget Year Rates Test with specific user Budget Revision For Budget Office Only Lockout Controls Lockout By Level Process Status Report Athletic Fund Grouping GURFEED processing 23 Budget Year Web Display When setting up a new Budget year click the button Add New Budget Year Add New Budget Year Form Budget start Year o COAS Code LLL Trans In Account Code o Trans Qut Account Code o Allow Updates C Submit New Budget Year Budget start Year To add the Budget Year you l
25. e bottom of the form will display the fields required to add a new transfer in Add New Transfer In Transfer In Code From Fund Code Base Budget Transfer Out Account Code To Fund Name 2011 2012 Amount 2012 2012 Amount ete 966460 Loyalty Fund Main iT EN zm NENNEN Total Transfer Out Transfer In There is no records found for search criteria Save Add New Transfer Out Add New Transferin eH To download please press the excel icon To Update the Transfer In Section If you need to add a new Transfer In click on the button Add New Transfer In The bottom of the form will display the fields required to add a new transfer in 22 Transfer In Code Type in the applicable transfer in code It should start with 108 If you try to type in Banner account code that begins with numbers other than 108 the application will not accept the account code and you will get an error message Invalid Transfer In Account code From Fund Code Enter the 6 digit Banner fund code When using 108460 as the Transfer In Code the From Fund Code must be filled in with a valid Banner fund code number because 108460 is used to receive funds from other funds within the University If a transfer in code is other than 108460 and the transfer is coming from someplace other than another fund on campus simply type N A otherwise It s always advisable to enter a Banner Fund number to facilitat
26. e email directly and not re open the package to respond as we will have the Application locked out for the campus We will then use the verbiage from the email to cut and paste into our Comments section of the Narrative page or add it as a file should the verbiage exceed 4 000 characters so we can maintain the documentation as part of the budget package Personnel Schedule 1 Information relevant to all positions currently charged to your account and the salaries This information reflects the current approved position budget in real time from Banner HR Include all projected new positions and position reclassifications in the space provided New positions should be budgeted at the appropriate career banding classification using the current state salary schedule This information is available from Human Resources Ms Denise Matroni SPA Premium amp Holiday Pay 914000 are now budgeted separately On the SPA and Temporary Wages Personnel Schedule you will enter the amount of SPA Premium and Holiday pay expected The Benefit Calculator will include that amount in the benefit calculation Due to claims rates on unemployment compensation effective July 1 2000 the combined 1 charge for workmen s compensation unemployment and disability insurance will be required The workmen s compensation charges are budgeted separately in 919000 This item is part of the Benefit calculation on the personnel forms The benefit calculation o
27. ecurity Alert Information you exchange with this site cannot be viewed or changed by others However there is a problem with the site s security certificate En The security certificate was issued by a company you have not chosen to trust View the certificate to determine whether you want to trust the certifying authority qj The security certificate date is valid ey The security certificate has a valid name matching the name of the page you are trying bo view Do you want to proceed View Certificate Click Yes Then the Requirements data will display in Excel Please adjust your print options accordingly prior to printing for your records 31 es ld 9 Lo E d J gt Expenditures for Fund Code 319225 Year 2012 2013 1 xls Microsoft Excel Home Insert Page Layout Formulas Data Review View Add Ins iJ m x TL L1 p nc s dj u wl ira llr Ej 3s g Delete 7 ris Paste B 7 U E zm BeBe 0 9 00 Conditional Format Cell En 5 Sort amp Find amp J E l E gii EE J Formatting as Table Styles Ed Format c2 Filter Select Clipboard T Font IE Alignment Ta Number Ta Styles Cells Editing El c i A B c D M F G H l 1l 2 UNCW Expenditures for Fund Code 319225 Year 2012 2013 Date 11 10 2011 Al EE ccn dM Lo 0 85 000 A2 312000 A3 E umoeime ef
28. ef 58 10 A4 11 AS 126 9140005PA ETT 13 A7 Lmsmiremposn wage Sami sase Suo 14 A8 L swo wosile Allowance Budget Pool mE RENE RN 15 A9 16 A10 L essem workers compensation e 88 Stem 17 B1 920000 Purchased Services 18 B2 L Sro9 contracted Services 19 B3 L eme e E 5e 3 a 5 6 REF Account Code Personal and Non Personal Costs 2010 2011 Actual 2011 201 Original Budget 2012 2013 Base et 7 8 9 20 BA L sooooo supplies amp Materiak 2000 205900 So 21 85 S940000 Capital Outlay E mio 5 idm m 950000 Other Expenses amp Ad Ssse ta SCS 23 B7 Grants State Aid Budget Pool 24 amp 9soooo rranster Out 3 amp 35 000 25 Total Requirements 550 875 562 205 510 508 26 M 4 H Expenditures for Fund Code 3192 2 mu Ready 32 Resources Banner Access In order to utilize this application an active Banner account is required To gain access to Banner go the Financial Systems page on the UNCW website and fill out the Banner Finance Access Request Form http www uncw edu financialsystems banner finance access html There are also instructions on who to route the form to for processing In addition check the box for the Budget Special Funds Application Role otherwise you won t be able to access the Special Funds Application Reports There are reports available to Athletics and
29. ial Funds Athletics BUD Special Funds Athletics Change ais iM 4 1 of2 b bi 10096 Find Next bbe amp Gg NCW Special Funds Athletics Mens Baseball Mens Basketball 373140 Men s Sports REVENUES IELE 2012 13 102680 Gifts From Agency Funds 9 96 104610 Gate Receipts Home 35 000 00 0 00 76 500 00 0 00 104620 Gate Receipts Away 0 00 0 00 0 00 0 00 IT Season Ticket Sales 15 000 00 0 00 265 000 00 0 00 104680 Entry Fees 104740 Guarantee Away Games 155 000 00 0 00 107990 Other Misc Revenues 0 00 0 00 108460 Non Mandatory Trans In Intra 551 119 00 0 00 1 119 153 00 0 00 TOTAL 601 119 00 1 615 653 00 Mens Baseball Mens Basketball EXPENDITURES 373140 373130 2012 13 2013 14 2012 13 2013 14 911000 EPA Non Teaching Salaries 156 902 00 157 757 00 661 250 00 732 060 00 1912000 _SPA Salaries 0 00 0 00 29 826 00 30 184 00 912200 Overtime 0 00 0 00 0 00 0 00 1912700 Longevity 0 00 0 00 0 00 0 00 9129 10 Salary Reserves 1 883 00 7 888 00 8 698 00 38 112 00 So if you want to see the budget for fiscal year 2012 2013 and you enter 2013 in the Fiscal Year then you ll be able to see 2012 13 but also the next year 2013 14 Notes for the Budget Office Students and Temp Workers are covered by Workers Comp if they are injured while performing work on campus However since these occurrences are infrequent the workers comp charges are not charged to
30. ication section a referenc e to this time limited position number and how that position will be funded Transfer Schedule Transfer Schedule Press the Transfer Schedule form link to get started All current year budgeted Transfer Out and In amounts are listed These amounts may not reflect all the transfers that actually happened They are a list of what was requested and approved for the current fiscal year To see what actually occurred for transfers please go to Banner Any items listed in the Transfer Out or Transfer In sections that were budgeted in the current fiscal year will default with SO for the fiscal year you are budgeting If you wish to enter a budget amount for the fiscal year in which you are budgeting simply type in the amount and tab or click Save If you do not wish to budget a transfer for a particular item just leave the default at zero Transfer Out If you need to add a new Transfer Out click on the button Add New Transfer Out Pe DERE Lil Add New Transfer Dut The bottom of the form will display the fields required to add a new transfer out Add New Transfer Out Transfer Out Code To Fund Code Base Budget Save Cancel Transfer Out Code Type in the applicable transfer out code It should start with 98 If you try to type a Banner account code that begins with numbers other than 98 the application will not accept the account code and you will get an error message Inv
31. in the middle of the form under the Temporary Wages Personnel Schedule New Positions Please fill out the appropriate pool position form and route it to the Budget Office with the necessary signatures Moving an EPA position to SPA or SPA position to EPA In order to facilitate this type of position movement you will need to zero out the existing FTE and Budget Amount on the schedule that the position is displayed Then go to the applicable schedule that you want to see the position on as of 7 1 of the year you are budgeting for Use the function to add a new position For Position type NEW Position Title What the position title will be once it s moved to its new status then put a and reference the position number you are moving Enter the Base FTE and Base Position Budget You will get a flag on both schedules to generate HR 3 30 s For example You are moving an EPA position 001234 to a SPA position effective 7 1 XX On the EPA Schedule put a zero for the FTE and Budget Amount fields Then go to the SPA Personnel Schedule and click Add a New SPA Position button For the Position amp field type NEW if you try to type 4001234 it s still an EPA position and can t be entered in the Position field while it s still an EPA type position in Banner In the Position Title field enter the title the position will have as an SPA position Then follow it with a dash and the EPA position number and that it s being moved fro
32. ions The functionality to add new pool positions is available When a new temporary pool position is added a message appears Non Grant pool Position form required You can find this form on the Budget Office webpage UNCW edu gt Faculty amp Staff gt Budget Office gt Forms gt Pool Positions As a note if a new temporary pool position is added under a cost share fund you will need to use the Cost Share Pool Position form also found on the Budget Office webpage Total Temporary Wages Position Salaries Total of Existing and New Temporary Wages Positions 0 The dollars are a sum of the existing and or new temp pool positions 18 Overtime 915200 Total budget request for Non Student Overtime pay enter dollar amount 50 915600 Total budget request for Student Overtime pay enter dollar amount 0 AT 915000 Total budget request for Temporary Wages 0 The 915200 and 915600 fields default to zero and you can type directly into these fields Enter the Non Student and or Student Overtime amounts you expect your program to pay out for the upcoming fiscal year The A7 915000 Total budget request for Temporary Wages is the total of the Existing and New Temporary Wages Positions plus the amounts for 915200 and 915600 show up on the Requirements form in the 9150000 line The Holiday Pay field defaults to zero and you can type directly into them The amount will flow over to the Requirements page under the 914000 line Benefits 91
33. is the EPA Position Salaries Salary Reserves multiplied by EPA Blended rate SPA SPA LEO amp EPA 918600 Medical Insurance is the total FTE from the SPA SPA LEO or EPA Position Salaries line multiplied by the medical insurance rate Note Positions that are budgeted at 75 FTE up to 99 FTE are provided full medical benefits and the benefit formula now calculates those positions as if the FTE were 1 0 The formula prorates medical benefits at 74 FTE and below SPA and SPA LEO 918720 Unemployment is the SPA Position Salaries Overtime Longevity Salary Reserves Premium amp Holiday Pay multiplied by 596 EPA 918720 Unemployment is the EPA Position Salaries Salary Reserves multiplied by 596 Workers Compensation A10 919610 Total budget request for workers compensation 596 of total salary request 1 721 The Workers Compensation is based on a formula on the benefit rates table established in the Admin Tab by the Budget Office The amount for 919610 shows up on the Requirements form in the 919000 line SPA and SPA LEO Workers Compensation 919610 Workers Compensation is the SPA or SPA LEO Position Salaries Overtime Longevity Salary Reserves Premium amp Holiday Pay multiplied by 596 EPA 919610 Workers Compensation is the EPA Position Salaries Salary Reserves multiplied by 596 Make sure you save your changes in the Position section and the Summary Total section If you don t you ll get a message 17 Wi
34. ium and holiday pay enter dollar amount 5 000 This field defaults to zero and you can type directly into this field Enter the Premium amp Holiday Pay amount you expect your program to pay out for the upcoming fiscal year The amount shows up on the Requirements form in the 914000 line There is no Premium amp Holiday Pay for EPA Make sure you click on the Update Summary Totals button to save your changes 16 Staff Benefits 918100 Social Security 26 329 918200 SPA Retirement 45 154 918600 Medical Insurance 40 434 916 20 Unemployment 1 721 A9 918000 Total budget request for benefits 113 505 The section is all built on formulas based on the benefit rates established in the Admin tab by the Budget Office The amounts for 918000 show up on the Requirements form in the 918000 line SPA and SPA LEO 918100 Social Security is the SPA and SPA LEO Position Salaries Overtime Longevity Salary Reserves Premium amp Holiday Pay multiplied by 7 6596 EPA 918100 Social Security is the EPA Position Salaries Salary Reserves multiplied by 7 6596 SPA 918200 SPA Retirement is the SPA Position Salaries Overtime Longevity Salary Reserves Premium amp Holiday Pay multiplied by the SPA retirement rate SPA LEO 918300 SPA LEO Retirement rate is the SPA LEO Position Salaries Overtime Longevity Salary Reserves Premium amp Holiday Pay multiplied by the SPA retirement rate EPA 918400 EPA Retirement
35. l need to add the start year For example if you want to set up Budget Year 2016 17 type in 2016 in the Budget Year Field Then tab to the COAS Code COAS Code type in W then tab Trans In Account Code Type in 108 then tab Trans Out Account Code Type in 98 then tab If you want to allow the user to add updates to the year you are establishing click the box to Allow Updates Then click Submit New Budget Year Special Funds Budget Request Application Special Funds Budget Request User s Manual PDF User Amy Gibson Dept BudgetYear 2013 2014 z DIV Fund Title 212305 Reading Recovery Pgm Budget Office Special Funds Budget Request Narrative Justification Personnel Schedule Transfer Schedule Admin Budget Year Web Display Budget Year Rates Test with specific user Budget Revision For Budget Office Only Lockout Controls Lockout By Level Process Status Report Athletic Fund Grouping GURFEED processing Add New Budget Year Form Budget start Year COAS Code Trans In Account Code Trans Out Account Code Allow Updates E Submit New Budget Year Cancel Maintained by Patty Stugg stuggp uncw edu About this site Copyright notice 24 To edit an existing year that s already set up in the Special Funds Application change the budget year in the drop down box in the Header section Then open the Budget Year Web Display option The year you have sele
36. lfe v Budget Office Things to note about this feature When you click Approve you are signifying you have completed your portion of the package Until the next higher level clicks Approve you could still make changes The application doesn t stop that When the next level up clicks Approve the level below will then be blocked from making changes If you need to make changes prior to the next level reviewing and approving click Reset and then make your changes Then click Approve once you have completed the modifications Prior to approving the report make sure you print out a copy for your records Find out from the Budget Manager in your Division when the internal deadlines for their review are Status Report The Status Report under the Admin tab will reflect 3 levels Department Division and Budget Office of the approval and the date stamp The last 2 columns of the report will reflect the status of the budget revision feed the column Feed Initiated means that a member of the Budget Office has initiated the feed of that fund into Banner The Fed to Banner column is looking at the Banner form FGIBDST to verify that the feed has posted to Banner There is a delay from the time one presses the button to feed the transaction and the time it is seen in Banner because the transactions are fed through the Appworkx s process on a schedule every 2 hours starting at 8 30am 4 30 and then an overnigh
37. m EPA to SPA Administrative Assistant 001234 moving from EPA to SPA Enter the appropriate FTE in the Base Position FTE field And enter the budget amount for the Base Position Budget Add New SPA Position Position Position Title Base Position FTE Base Position Budget Save Cancel Error on page J Trusted sites Protected Mode Off avy 1006 v Adding a Time Limited Position Established Time Limited EPA and SPA Postions do not automatically display in the Special Funds Application because there is no associated permanent FTE and Budget dollars You have to add the Time Limited Position to the SPA or EPA Personnel Schedules When you click on the button to Add a New EPA or SPA Position type the position number The Position Title will default Then enter the Base FTE and Position Budget When you press Save the HR 3 30 flag will appear Prepare the appropriate HR 3 30 to fund the time limited position Then write in the Narrative Justification section a referenc e to this time limited position number and how that position will be funded If you are establishing a new Time Limited Position you won t have a position number to reference so type NEW in the Position field The Budget Office will assign the position number Enter the Position Title Base Position FTE and 20 Position Budget amount Click Save and a flag indicating that an HR 3 30 is required will display Then write in the Narrative Justif
38. n the personnel forms are updated to reflect the estimated benefit rates for 2013 14 Benefits rates are estimates until approved by FY 13 14 General Assembly Enter the FTE and salaries for the 2013 14 budget year in the Existing and New Positions sections of the form 11 SPA EPA LEO Schedules The SPA EPA and LEO for Security only Personnel Schedules reflect the position amp position title and the original permanent position FTE and budget dollars from Banner in real time The Base Position Budget and FTE columns are pre populated from the FTE and Current Position Budget column The reason is most of the time the position FTE and budgets are going to be the same as what s currently in Banner To save the re keying of this data we simply had it programmed to copy over This data is the same as the FTE and Current Position Budget columns but you can change the dollars and FTE SPA Personnel Schedule Existing Positions Position Band and Title Current 2012 2013 Base Position Budget 2012 2013 Base Position FTE Position Budget 001701 Facility Maint Tech Mech Trade 1 00 32 177 32 177 1 00 001950 Nutrition Specialist 041 16 947 16 947 0 41 007038 Administrative Associate 075 18 645 18 645 0 75 007393 Support Services Associate 1 00 29 535 29 535 1 00 007535 Student Services Specialist 067 22 558 22 558 0 67 007648 Tech Support Analyst 000 0 0 0 00 008011 Facility Maint Tech Mech Trade 1 00 42 000 42 000 1 0
39. ndows Internet Explorer Note on the EPA Schedule There are only 4 types of positions allowed on this schedule EP GR MM and TE All generate a Workers Comp and Unemployment benefit amount The Grad Pool positions do not generate any social security or retirement The TE generates social security and no retirement The MM generates social security and retirement amounts All the EP GR MM and TE generate a salary reserve based on the initial 596 that is defaulted on the schedule Those salary reserve amounts regardless of what position type generated it produces social security unemployment and workers compensation No retirement amount is generated Temporary Wages Schedule 1 You should consider your total need in terms of hours for the year and then convert hours to dollars by multiplying by the hourly rate Non student temporary wages are budgeted at an hour rate dependent on the level of skill required This information is available on the HR WEB site Employment Temporary Employment 2 All temporary wages for hours worked during the month of June are paid the following July 3 All non student temporary wages should be budgeted for social security 7 6596 The Temporary Wages Schedule is for those temporary positions that are funded against 915XXX account codes Any existing temp pool positions with the E class codes of TS UF or UH are reflected Depending on the type of pool position dollars will determine the benefits calculat
40. ount you expect your program to pay out for the upcoming fiscal year The amount shows up on the Requirements form in the 9127000 line There is no Longevity for EPA Salary Reserves AS 912910 Total budget request for salary reserves 6 of total SPA salaries requested 20 000 Amount has changed This field defaults to a 596 calculation of the dollar amount of the total and existing position dollars on the applicable SPA and EPA schedules You can change the dollar amount or the percentage If you want to drive the Salary Reserve calcuation from a percentage standpoint you can go to the bottom of the Summary Total section You ll see a field Change default percentage of salary reserves Enter the new percentage amount Then click Update Summary Totals The amount on the Salary Reserves line will change and you ll see a message displayed Amount has changed If you want to reset the percentage to the original 596 default amount click the Salary Reserve Removal button and then click Update Summary Totals If you want to change the dollar amount enter the dollar amount on the Salary Reserve line in the Summary Total section and then click Update Summary Totals You will see the percentage on the line change and the amount will change and you Il see a message displayed Amount has changed The amount shows up on the Requirements form in the 912910 line Premium amp Holiday Pay Ab 914000 Total budget request for prem
41. pecialist 3 uns os E ere pen v us To add a new SPA position simply click on the button Add New SPA Position at the bottom of New Positions listing At the bottom of the page you ll see the fields appear for setting up a new SPA position temporary SPA positions are added through the Temporary Wages schedule Add New SPA Position Position Position Title Base Position FTE Base Position Budget A Error on page J Trusted sites Protected Mode Off 4g Q10 v Position Please type in a valid 6 digit Banner Position number If you are establishing a new position type New Position Title This will default with a valid Banner position number If it s a new position then type the Position Banding Title Base Position FTE Enter the FTE and use a decimal ex 1 0 or 50 This is not applicable for EPA pool positions Base Position Budget Enter the dollars for the position just enter the number no need to preface it with a S sign Click Save Once you have successfully saved you ll see the new position appear in the New Positions section of the Personnel Schedule you are working in If you need to make any changes to the new positions simply type in the change to the dollars or FTE and click Save Position Changes Don t forget to submit the necessary HR 3 30 paperwork for your new permanent position s 13 To add a new permanent EPA EP or EPA type pool positions Gr
42. ped is for 2013 14 the application knows to select the actual data from 2011 12 giving the user 1 complete year of actual expenditure history and the Original Budget data is the original budget budget rule code that starts with a B for the year prior to the year that the budget is being developed Based on your own analysis you will need to input budget amounts into the Base Budget column for the year being developed Note Some of these amounts come from other forms within the application and subsequently you will not be able to enter the data directly into the Requirements form Account codes 911000 914000 915000 918000 and 919000 amounts come from the SPA EPA LEO and Temporary Wages Schedules The 980000 amount comes from the Transfer Schedule The amounts that come from the Personnel and Transfer schedules are grayed out so no data can be entered into the Requirements form Everything else you ll need to add directly into the Base Budget Column Account Personal and Non 2010 2011 2011 2012 2012 2013 Base Budget Code Personal Costs Actual Original Budget These amounts EPA Non Teaching A1 911000 aiies 0 0 are coming from the A2 912000 SPA Salaries 168 632 210 250 parco Schedules and A3 912200 Overtime 0 0 are grayed out AA 912700 Longevity 1 277 2 639 Updates can be made to the A5 912910 Salary Reserves 0 6
43. t cycle The approval report can be sorted however you want to see it by clicking on the column titles So if you want to sort the fund on Fund Code then click on Fund Code Make sure you select a Budget Year in order for the Status report to work There is also an Excel function to download the report See the option at the bottom of the report Athletic Fund Grouping If there are any new athletic funds developed they will need to be added to the report on SSRS web This function allows you to add a fund to the Athletic grouping Athletic fund grouping is specified by us because the following Athletic funds have these predecessors 18601 373000 373010 373020 37030 373050 373060 373061 373062 373063 373070 373075 373080 373085 373099 373120 373130 373140 373150 373160 373210 373220 373230 373240 373250 373260 373310 373320 373330 373340 373400 AX310 Budgeted Auxiliaries 373155 373255 319091 319083 319080 319095 319050 and 319090 28 TR130 Budgeted Trusts 216510 Gurfeed processing Only the Budget Office can see this option This function starts the process to feed the selected budget data to Banner Nothing can be fed to Banner unless it s been approved by the Budget Office the highest level of approval This is the only requirement to feed the budget Out of balance budget revisions do feed to Banner from this system To facilitate the feed go to the approved fund and make sure you choose the appropria
44. te Budget Year and Fund Title Then go to the Admin tab and select the Budget Revision option This function allows you to see how the budget will feed into to Banner Print out the budget revision so you have a copy of how the data looks prior to feeding it over to Banner Once everything looks satisfactory choose the GURFEED processing link and choose Use Selected Fund unless you are feeding all of the athletics or international programs funds to Banner you ll choose Use Selected Fund The budget data is picked up through the Appworkx s process on a schedule every 2 hours starting at 8 30am 4 30 and then an overnight cycle GURFEED processing Form Select the type of fund you wish to feed Fund type to feed Please Select iv Please Select Feed Use Selected Fund Athletics International Programs Maintained by Patty Stugg stuggp uncw edu About this site Copyright notice Then click on the button to Feed Transactions If you are successful you will get this message GURFEED processing Form Select the type of fund you wish to feed Fund type to feed Use Selected Fund z Feed transactions Fund fed successfully d Bene Mosie Doamna mde f heces acc malice S Ab week le othe l Meme cn im If you try to submit a fund that is not approved at the Budget Office level you will receive this message GURFEED processing Form Select the type of fund you wish to feed Fund type
45. the departmental funds exception is for the Contract amp Grant Temps The salary lines that do have associated Workers charges to their funds are as follows 911100 912090 912100 912120 913100 915110 915140 915150 On the Budget Year Rates Schedule do not put any Workers Comp or Unemployment rates for eclass codes TS UF or UH 34
46. to feed Use Selected Fund z Feed transactions Fund not approved to be fed to Banner If there is an attempt to feed a fund that does not have Budget Office approval a message will appear Fund not approved to be fed to Banner The fund can only be fed once Check Banner after the appropriate Appworx cycle has run and make sure that all the funds selected fed over correctly If you are missing data go to Eprint and look at the FGRTRNR report to see if the fund kicked out If it did the report will state the reason why Downloading by form or entire budget package to Excel When you see the download feature to Excel on any of the forms this is what you ll get File Download Do you want to open or save this file Mame For Fund Code 319225 Year 2012 2013 xls H Type Microsoft Office Excel 97 2003 Worksheet 2 69KB From appservbest uncw edu NN While Files from the Internet can be useful some files can potentially harm your computer IF veu do nat trust the source do not open ar save this file Whats the risk Click Open Microsoft Office Excel The file you are trying Ea open Expenditures For Fund Code 319225 Year z 12 z 13 1 xls is in a different Format than specified by the File extension verify chat the File is not corrupted and is From a trusted source before opening the file Do vau want to open the File now Click Yes Then you may get this message 30 S
47. ur data If you try to leave the form before saving your changes you will receive this message Windows Internet Explorer v You have made changes and not saved Press OK to save or Cancel to continue without saving Cancel Note Admin amp Auxiliary Support expenditures are budgeted in 950000 and Security expenditures are budgeted in 920000 Receipts Click on the Receipts link This may take a minute to load It s a large form with lots of data Do not keep clicking on the Receipts link as you ll reset the form loading process and delay the form from appearing You may not see a swirling icon or a loading bar depending on your browser Please be patient The receipts are pulled in by the actual receipt account code as is the budget data The Budget Year chosen in the header will drive the Actual and Original Budget data displayed For example if the Budget Year that is being developed is for 2012 13 the application knows to select the actual data from 2010 11 giving the user 1 complete year of actual receipt history the Original Budget is the original budget budget rule code that starts with a B for the year prior to the year that the budget is being developed Based on your own analysis you will need to input budget amounts into the Base Budget column for the year being developed Note Any receipt account code that starts with 108 which indicates some type of Transfer In receipt must be entered through the Tr
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