Budget Transfers and Amendments

Overview:

MUNIS > Tyler Menu > Departmental Functions > Budget Transfers and Amendments
  • Transfer whole dollars only. Use capital letters.
  • Increase or decrease as many lines as you want in one budget transfer; please verify that the Increases and Decreases balance out.
 

Instructions:

  1. Open Budget Transfers and Amendments. Click ADD.

    Budget Transfers and Amendments: Add button

  2. Verify that the Fiscal Year and Period match the fiscal year and period in which you are doing the transfer. Update if necessary.

    Budget Transfers and Amendments: Fiscal Year and Period

  3. Complete the rest of the form:
    1. In Journal Reference 1, enter your 3-digit location code.
    2. In Journal Reference 2, enter your initials and Employee ID.
    3. Enter a Short Description.
    4. Verify Budget Year Code and Amendment Type are both “1.”
    5. Verify Budget Projection Inclusion is “One Time.”

      Complete these form fields

  4. Click ACCEPT to move to the Budget Amendment Detail Lines.

    Budget Transfers and Amendments: ACCEPT button

  5. In Line 1:
    1. Verify that the “T” (Type) column has an E (for expense) in it. Tab.
    2. Enter the first account code for your Transfer. Tab.
    3. Enter a comment (optional). Tab.
    4. Tab over Ref 1 and Eff Date Columns
    5. In “I/D” (Increase/Decrease), indicate an increase or decrease to the account.
    6. Enter the amount of money. Tab.

      Journal Lines: Line 1

  6. Repeat step 6 for subsequent lines, balancing the amount of money being transferred.

    Journal Lines: repeat for subsequent lines

  7. Click ACCEPT to save the lines. Click BACK.

    Budget Amendment Detail Lines: Accept and Back buttons

  8. On the main Budget Transfer Screen, the Amendment status is “Held.”

    Journal Details: Amendment Status

  9. Click RELEASE. The Amendment Status changes to “Approved.”

    RELEASE to change Journal Details "Amendment Status" to Approved

  10. Click OUTPUT POST. The Current Journal Only will be selected. Click ACCEPT.

    Click Output Post and then Accept the Current Journal only

  11. Choose to SAVE the Journal to the MUNIS Spool Directory, using the following format: DDMMYYShortDescription. Example: 02190219TEST Save as Type: PDF Click OK.

    Enter File Name and Save as type, select Save, and click OK.

  12. A window will pop up that says, “No errors detected. Post Journal?” Click Yes.

    Post Journal Warning

  13. Another window will pop up that says, “Journal(s) updated.” Click OK.

    Journal Updated Notice

Bonus Features:

  1. If you forget to Output Post a Budget Transfer, find it by selecting the Browse Icon and browsing your own journals. If one has not been Output Posted, you can then do so.
  2. If you finish the line details and return to the main Budget Transfer Screen, but remember you have to change something on the lines, select “Lines” from the left-hand navigation bar. When you get to the Detail Lines screen, select the Update Icon to make any changes.
  3. If you accept and save the budget transfer too soon, select the Update Icon to make any changes.
 


If you have further issues not identified above then click the Request Service button below to work with a technician. Choose "MUNIS" in the Other Software dropdown.

Request Service: Other Software Issues

Details

Article ID: 54106
Created
Thu 5/17/18 11:57 AM
Modified
Thu 3/14/19 3:16 PM