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Nick Clark Anderson County Board of Education. Requirements Excel version 2007 or newer MUNIS user...

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Nick Clark Anderson County Board of Education Budget Entry using MUNIS EXCEL RIBBON
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Page 1: 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.

Nick Clark

Anderson County Board of Education

Budget Entry using MUNIS

EXCEL RIBBON

Page 2: 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.

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: 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.

Required PermissionsBudget

Roles:

Page 4: 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.

General Ledger Roles:

Page 5: 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.

HR Management / Payroll Roles:

Page 6: 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.

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: 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.
Page 8: 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.

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: 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.

Handout can be found at

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

Questions


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