Banner: banner.snow.edu (normally the remaining portion is populated for your)
*Use Firefox – most consistent browser
Logon – Password is at least 12 characters long. Be careful when saving your information onto your computer. You are changing the protection from a 12-character password down to a 9-character password.
Username: firstname and first initial of your last name
Database: BLANK
Budget Screens
FGIBDST = Income Statement (Revenue & Expenses)
FGITBAL = Balance Sheet (Cash Balance)
FGIBDST – Income Statement
Chart = S
Fiscal Year =17 (July 2016 – June 2017)
If you want information only through specific month – use badgerweb
Index – populates the areas on the right
**Click down in bottom area to get information to populate**
5000’s – Revenue
6000’s – Payroll Expenses
7000’s – Expenses
7001 – Current Expenses Budget – Starts as the amount Rolled over from Prior Year; then this number can be adjusted with revenue earned or budget transfers to allow more money to be spent.
DETAIL – Top level Toolbar: Options – Transaction Detail Information or Short Cut Keys (Alt O T)
BD01 – Added Money from Snow College
BD02 – Rollover from PY
BD05 – Added funds either from earned revenue or budget transfers
FGITBAL – Balance Sheet
CASH BALANCE
DETAIL –Top level Toolbar: Options – Query General Ledger Activity or Short Cut Keys (Alt O Q)
Export to Excel
Top level Toolbar: Help – Extract Data No Key
Tips after you Export into Excel:
1-Ignore the right column
2-Put comma’s in for visual ease
3-Add formula to side at bottom of each budgeted item
- =budget – sum (expenses) = remaining amount in budget
4-2 areas of main focus are Current Expense Budget & Hourly employees
- Change in exempt employees – if paid out for overtime this amount will come out of budget.
FAQs (Frequently Asked Questions)
- I entered my account into the Index, but no activity shows up in the query results?
This usually means that you have not been given access to view that account. You will need to have the account holder responsible for that account, contact the Controller’s Office (x7263 or ) requesting access to that account.
- I don’t see some income that I am expecting?
This means that the income has not yet been recorded or that it was recorded elsewhere. If you are expecting money from an outside source, check with that source to make sure they have sent the money. If they have already sent the money, and we should have received it by now, check with the Controller’s Office (x7263 or ) to see if it got recorded in another account.
- I don’t see an expense that I am expecting?
Pcard expenses only hit your account once a month at the end of the month after the monthly Pcard statements are finalized. If it is a Pcard expense, it will only hit your account once a month at the end of the month. Check requests are usually processed twice a week. If it is a check request, it won’t hit your account until the next check run is processed. Budget transfers are usually processed once a week by the Controller’s Office. If it is a budget transfer, it likely won’t hit your account until the following week.
- Why can’t I see my individual Pcard transactions?
Only the total Pcard monthly statement amountis uploaded into your account. If you want to see individual Pcard transactions, you will need to keep a copy of your receipts or log into your US Bank account to view those.
- Can I see how much person A was paid out of my account?
No. Only the total monthly payroll amount hits your account. You will have to contact HR/Payroll to see who got paid and how much.
- Why do I have a negative expense (normally in Current Expense Transfer)?
Only Funds (lettered accounts) can receive revenue. Orgs (numbered accounts) can receive funds but they will come in the form of a negative expense or transfer. This will offset your other expenses allowing you to spend more.
For Example: Current expense Budget = 5,000. You have spent 4,500. So now you only have 500 left to spend. You received funds of 3,000 in the form of a negative current expense transfer. So now you still have 3,500 left to spend.
BUDGET OBJECTIVES:
1-Take Control & Responsibility of the funds you are given
2-Set goals to stay within your budget
3-DO NOT spend first & plead for forgiveness later
4-Limit your accounts to those that have purpose and define that purpose
- Add – Drop accounts
5-Be prepared for Strategic Planning with planned revenue/expenses and goals for future growth and changes in your areas.
CONTACT INFORMATION
Sherri Hansen – Budget Directorx 7251
Adjusted Budget Column Changes
Meagan White – Controllerx 7263
YTD Activity Column Changes (ie expense transfers)