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“Budget Basics” The Series

“Budget Basics” The Series. Financial Reports Business Services. October 26, 2010. Overview. How to get into FMS How to run reports Review of reports What are in the reports. How to Get into FMS. Need electronic key Link from intranet Log-in and Password maintained by Ivo Log-in:

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“Budget Basics” The Series

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  1. “Budget Basics”The Series Financial Reports Business Services October 26, 2010

  2. Overview • How to get into FMS • How to run reports • Review of reports • What are in the reports

  3. How to Get into FMS • Need electronic key • Link from intranet • Log-in and Password maintained by Ivo • Log-in: • District: 73 • Password:

  4. FMS General Menu • Access rights can be different • Changing fiscal year under “Tools” • 2011 is 2010-2011 fiscal year • Background changes when fiscal year changed • Expand/Collapse menu items

  5. Report Types • Budget Report • Budget totals • For budget development • Financial Activity Report • Under General Ledger • Provides transaction details • For researching an account

  6. Financial Activity Report • Date Range • Restricted/Unrestricted • Generally use default “Both” • Working/Revised/Approved • Defaults to “Working” • Working is most current budget • Revised is most current rolled budget • Approved is the June adopted budget

  7. Financial Activity Report • Report Comment • Rarely change default • Page Breaks • Will go to another page for any change in selected item • Accounts • Preview/Queue/Exit • Use “Preview” to run and preview report • “Exit” closes the window but allows you to open another report

  8. Navigating the Financial Activity Report • Export • Print • Page navigation

  9. Reading the Financial Activity Report • Account Code • Reference

  10. Reading the Financial Activity Report • Date • Vendor • Description • Budget • Amount • Encumbered • Balance

  11. Budget Report • Similar selection as FAR • Added “Details” • Allows further breakdown of selected accounts without making a page break

  12. By the Way • Can use the following in all reports • “?” to fill in any digit • Clear Grid • Click on page breaks

  13. Privacy and Security • Obligation to maintain privacy • Detail reports should be shredded

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