This is intended to be a general guide checklist for Budgeting in USAS-R.
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Suggested but NOT required preliminary checklist before budgeting for next FY: You can create a budgeting spreadsheet within a scenario and run it for ALL active accounts you have in USAS. You can then export this to Excel and use it as a checklist to see if you can inactivate any accounts not being used. This can help clean up your active accounts and get rid of accounts used years ago. Keep in mind if you are using a grant account this FY but will not be next year, you will need to keep that account active in the system to finish out the FY and audit. Ideally, this could be used to clean up grants from years ago or accounts you haven't budgeted for in years. This can also help you see what accounts you have to work with and if you need to create any new accounts that will be used in the next FY before beginning your budgeting. Once you have your list on Excel, go to Core>Accounts, click on the expenditure tab, filter by Active = true, search for your account, click on
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The Budgeting Menu contains two programs:
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- Select Type (Budget or Revenue)
- On the 'Properties' tab, add or remove properties you would like on your spreadsheet.
- Click on 'Configure Filters' to filter accounts you want included on the spreadsheet (i.e only want accounts with OPU = 200)
- You can save a query to be able to pull it up at a later date by giving it a name and clicking on 'save query'
- Enter a 'Sheet Name'
- Click on 'Save Sheet' to save your spreadsheet. A 'Confirmation Sheet Creation' box appears. Click on 'Create' to continue creating the spreadsheet. Once complete, an informational box appears stating the budgeting sheet created successfully.
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When creating multiple budget spreadsheets, you need to be sure you are not duplicating any accounts across spreadsheets. For example, you cannot have an overall general fund budget spreadsheet that includes all active general fund accounts AND a general fund spreadsheet for the High School budgets specifically. The system will not be able to process the accounts that are duplicate within the spreadsheets. |
Budgeting Sheets Grid
Once a spreadsheet is created in the scenario, it is displayed on the Budgeting Sheets grid. You can then access the spreadsheet using one or more of the following options in order to add proposed amounts:
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