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Budget Entry using MUNIS EXCEL RIBBON

Budget Entry using MUNIS EXCEL RIBBON. 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 installed File can be downloaded from the following website. * EXCEL RIBBON(EXE)

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Budget Entry using MUNIS EXCEL RIBBON

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

  2. 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

  3. Budget Roles: Required Permissions

  4. General Ledger Roles:

  5. HR Management / Payroll Roles:

  6. 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.

  7. 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.

  8. Questions Handout can be found at http://www.acschools.net/kasbo.aspx

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