Docstoc

SKYWARD TRAINING-BUDGET TRANSFERS

Document Sample
SKYWARD TRAINING-BUDGET TRANSFERS Powered By Docstoc
					LEON COUNTY SCHOOL DISTRICT




           SKYWARD USERS MANUAL
           LEON COUNTY SCHOOL DISTRICT
           Budget Management
TABLE OF CONTENTS

Chapter 1.          ENTERING BUDGET TRANSFERS ............................................................................................ 3

   Overview ................................................................................................................................................. 3

   Step 1: Navigate to the Budget Transfer Main Screen .......................................................................... 3

   Step 2: Add a Budget Transfer Request ................................................................................................. 3

   Step 3: Submit Budget Transfer Request ............................................................................................... 4

Chapter 2.          Viewing Budget Transfer Activity.......................................................................................... 7

   Step 1: Navigate to the Budget Transfer Activity Main Screen ............................................................. 7

   Step 2: View Budget Transfer Activity.................................................................................................... 7




Budget Management                                                                                                                             Page 2|7
(Updated – 12\27\2011)
Chapter 1. ENTERING BUDGET TRANSFERS

Overview

All Budget Amendments referred to as “Budget Transfers” in Skyward must be approved and
performed by Finance.

          Please remember that you cannot transfer funds between projects, you can only transfer
          funds between functions, objects and program intents.

Finance will process budget transfer requests twice a day; midmorning and mid afternoon. When the
budget transfer has been posted to the appropriate accounts, you will receive an email stating that
your funds are available.

Step 1: Navigate to the Budget Transfer Main Screen

Click on Financial
Management (WF),
Account Management
(AM), Budget Management
(BM), Transfers (TR),
Submit Transfers (ST)
                                                                                SELECT
     Breadcrumbs:
     WF\AM\BM\TR\ST

The Submit Transfers screen opens.

Step 2: Add a Budget Transfer Request



Click the [Add] button



The Budget Transfers                                               Click ADD
screen opens.




Budget Management                                                                         Page 3|7
(Updated – 12\27\2011)
Step 3: Submit Budget Transfer Request




                                                      Click Submit for Approval


                                                                                   Enter Description of
                                                                                  the Transfer Request


                                                                                    Enter Account to
                                                                                  Transfer Funds From


                                                                                   Enter Account to
                                                                                   Transfer Funds To


                                                                                   Enter Account to
                                                                                   Transfer Funds To




          3a) Select the Fiscal Year; defaults to current year
          3b) Select Transfer Type; defaults to (E) Expense
          3c) Enter Description of the Transfer Request
          3d) Enter the Account* to transfer funds FROM
          3e) Select Transfer From
          3f) Enter Transfer Amount
          3g) Enter the Account* to transfer funds TO
          3h) Select Transfer From
          3i) Enter Transfer Amount
          Transfer Amount can be divided across multiple accounts




Budget Management                                                                             Page 4|7
(Updated – 12\27\2011)
*Click the Account link to view Current
Account Balance for the selected Account

Click the [Back] button to close this
window.




3j) Click the [Submit for Approval] button

You will be returned to the Submit Transfers – General Main Screen. The Budget Transfer Request will
be listed.

Click the [+] to expand the selection and details.




                 Click [+] to Expand
                    the Selection




Budget Management                                                                        Page 5|7
(Updated – 12\27\2011)
The Budget Transfer status is currently “S”, Submitted.

The other statuses are

                                           Budget Transfer Status
                         WIP   Work in Progress    Saved request, not yet submitted
                                                   to Finance for approval
                         S     Submitted           Submitted to Finance for approval
                         B     Batch               Approved, in progress
                         H     History             Approved, transfer complete
                         D     Denied              Denied




Budget Management                                                                      Page 6|7
(Updated – 12\27\2011)
Chapter 2. Viewing Budget Transfer Activity
The Budget Transfer Activity Module used by those revising and overseeing a budget in Skyward. All
transfer activity for the budget will be displayed here.

Step 1: Navigate to the Budget Transfer Activity Main Screen

Click on Financial
Management (WF),
Account Management
(AM), Budget Management
(BM), Transfers (TR),
Submit Transfers (ST)
                                                                                SELECT
     Breadcrumbs:
     WF\AM\BM\TR\AC

The Budget Transfers Activity screen opens.

Step 2: View Budget Transfer Activity




From this screen all submitted
Budget Transfers can be viewed.

Select and expand the selection to       Click [+] to Expand
view detailed transaction                   the Selection
information.




                                     This concludes the Tutorial.



Budget Management                                                                         Page 7|7
(Updated – 12\27\2011)

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:3
posted:4/17/2012
language:Latin
pages:7