Budget Master (Budget by Month)

Revised:  4/2021


This entry option allows you to have a monthly budget in addition to the yearly budget. In this area you can also add new accounts, change dimensions and change descriptions on existing accounts. Follow the steps below for adding/editing

 

Add new Budget Master Account

 

1.  Select Master File and Code Entry Options

2.  Select Master File Vertical Data Entry and Changes

3.  Entry Options: Select Budget Master (Budget by Month)

 

 

4.  Select Account Type

 

 

5.  Select http://help.schooloffice.com/helpconsole/SDSFinanceHelp/images/Plus_Sign.png to add a new record

 

 

6.  Enter new Account information

 

•    Account Number:  Account number used in 10-key

•    Account Description:  Enter Account Description

•    Budget Months:  Update Budget for each month needed

•    Adopted Operating Budget:  Enter Current Budget

•    Adjustments to Curr Budget:  Enter Adjustments to Current Budget

•    Next Yrs Budget Proposed:  Enter Next Years Budget Proposed

•    Next Yrs. Adjustments to Budget:  Enter Next Years Adjustments

•    Next Yrs Budget Approved:  Enter Next Years Budget Approved

•    Next Yrs Budget:  Enter Next Years Budget

•    Fund (Dim_01) & (Dim_2 thru Dim_12):  Enter State Codes

•    Over Budget Warning Percent:  Enter percentage for over budget warning

•    Admin Group:  Assign Security Admin Group, if needed

•    Account Status:  “A” Active, “I” Inactive

•    Employee Payment Reason (Illinois only):  Used for Gemini reporting

7.  Select Save

 

Edit account information

 

1.  Select account number

2.  Make needed account changes

 

 

3.  Select Save

 

Sorting Accounts 

•    Account Type:  Select Expense, Revenue or Balance Sheet accounts.  The default view for this is Expense Accounts.

 

 

•    Select Data in: Allows you to filter any of the account fields.

 

 

•    Value is: Allows you to select a value in any field you have chosen in the Select Data in field.

 

 

•    Show Inactive Accounts: If selected, Inactive Accounts will be included in the display.

 

 

•    Find Account_Number:  Key in part or all of the account number.

o  Select the binoculars or hit enter, to preview.

 

 

 

•    Find Account_Description:  Key in the description in the Find Account Description box. All instances of the description will display.

 

 

•    Find Account_Dimension:  Select Dim_xx

o  Value Is: Select dimension number.  All accounts within that dimension will appear on the left side of the screen.