~FY18~ STOP SLOW IFAS INSTRUCTIONS. Budget Preparation RED X STOP! YELLOW DOT Caution or warning. GREEN CHECK MARK GO!! Record Accepted!
|
|
- Phillip Johns
- 5 years ago
- Views:
Transcription
1 I02 Budget Preparation Guide Office of Finance ~FY18~ Budget Preparation IFAS INSTRUCTIONS STOP RED X STOP! Your record has not been accepted due to error(s). You must correct the error(s) and hit enter again! YELLOW DOT Caution or warning. The system is providing you with information regarding the record you are attempting to enter. Yellow slows you down, but will not stop you from proceeding. Hit enter again, your record should be accepted and you should receive a Green Checkmark. Record Accepted! Make sure you get your green checkmark before continuing on. SLOW GO GREEN CHECK MARK GO!! Record Accepted! Make sure you get your green checkmark before continuing on.
2 ~FY18~ Budget Preparation IFAS Instructions TABLE OF CONTENTS IFAS LOG IN Pg. 1 IFAS DASHBOARD HOME PAGE Pg. 2 HOW TO RUN A BUDGET WORKSHEET FOR FY17 Pg. 3 LOCATING BUDGET DATA ENTRY SCREEN Pg. 5 SCREEN SETTINGS/PREPARATIONS (COMPLETE ONE TIME) Pg. 6 PREPARING THE BUDGET SCREEN FOR DATA ENTRY/CHANGES Pg. 10 HOW TO MAKE CHANGES TO YOUR ALLOCATED BUDGET IN IFAS Pg. 12 HOW TO FIND AN ACCOUNT Pg. 14 LIST OF COMMON BOARD AND GRANT BUDGET CODES Pg. 15 HOW TO RUN A BUDGET WORKSHEET FOR FY18 Pg. 16 HOW TO RUN A STAFFING AND BUDGET SUMMARY REPORT Pg. 18
3 Milwaukee Public Schools Finance Department Office of Finance January 2017 IFAS Documentation Budget Preparation 2018 One of the easiest ways to access IFAS is to type apps in the address line. You do not have to type http, colons, or even slashes! Click on the blue application button next to IFAS. Logging into IFAS A. Enter your MPS user name using lower case. B. Enter your MPS password C. Click on the Login button ~~Once your have logged in put your CAP LOCKS ON IFAS IS CASE SENSITIVE 1
4 From the IFAS Dashboard home page, click on the Budget tab. The Budget page will allow you to run reports, access budget preparation materials and update your budget in the data entry area of IFAS. The page is broken down into groups 2
5 To use as a reference, print your Budget Worksheet for FY From the Dashboard home page, click on the Budget tab. 2. In the Budget Preparation Group click on the Budget Worksheet link, a criteria box will open In the Fiscal Years field, remove any other years listed except In the Project field enter 6*, Click on Submit Will default to current date
6 A Report Progress window will open while your report is being processed. When your report is complete a new window will open with the report you requested. Reminder: To print any reports in IFAS, you must use the Options icon on the IFAS toolbar. Click on the Options icon then click on print 4
7 1. From the IFAS Dashboard Home page click on the Budget tab 2. In the Budget Preparation group click on Budget Entry and Modification (GLBUFTUB Screen) 1 2 TIP When the GLBUFTUB screen opens, remember to maximize to see the entire screen click once on window at the top of the screen! TIP Click the blue tab to minimize the side bar. TIP Move your cursor over the three lines (crossing arrows will appear) click and hold down drag this part of the panel down and to the right. This will allow you to see more lines and columns without having to scroll back and forth. 5
8 Setting/Screen Prep changes - only need to be completed ONCE! To prepare your screen for data input, complete the following steps: NOTE: These steps only need to be completed once. After you save/applied the settings they will be saved for the next time you bring up the GLBUFTUB screen. 1. Click on Settings. (Far upper right side of the screen) 2. A web page dialog box will appear. 1 2 You will click on Apply Changes when all settings have been completed. Note: No changes are needed on the Ledgers tab. 6
9 3. Click on the Preferences tab in the dialog box. 3 If the boxes are empty you will need to set the preferences. SEE SCREEN BELOW You will be entering/changing 4 settings on the Preferences tab Note: If the Preference tab has been previously completed it will default to the descriptions on the right. Choose the following settings from each drop down box: (Setting changes continue on the next page) 7
10 Setting/Screen Prep changes - only need to be completed ONCE! 4. Click on the Advanced tab. 4 Click on Request timeout field enter 30. Click on the Rows in Entity List, enter Click on the Screen Specific tab. Click on drop down box to the right of Initial Screen Mode field, select Initially in Find mode Click on the Apply Changes button. Note: If step 5 has previously been completed the Initial Screen Mode will default to the following: No change is needed. (Setting/screen changes are continued on the next page) 8
11 Setting/Screen Prep changes - only need to be completed ONCE! For ease in inputting data, columns should be moved so they are adjacent to the prior years Budget/FTE information. Information that is in the AB FTE and Allocated Budget column was copied from the previous year s budget with adjustments for new average salary and benefit rates. Note: To move columns, Click on the column heading (a white box appears around heading) Hold and Drag to the area you would like to move it to, Drop (unclick). When completed, field order should be: Ledger, Object Code Description, AB FTE, Allocated Budget, PY FTE, Prior Year FA. The remaining column heading placements do not have to be changed. Important Note: Once you have made all necessary changes in your settings, the next time you open the GLBUFTUB screen the changes you have made will be saved. The setting changes and screen preparations are now complete! 9
12 Preparing the Data Entry Screen (GLBUFTUB screen) Fields (areas) must be updated before you bring up your FY18 Allocated Budget and make data changes. STEPS MUST BE COMPLETE IN THE ORDER YOU SEE BELOW. 1. The YEAR must be You can either type in 2018 or click on the drop down box and choose Move your cursor to the KEY portion of the LEDGER field and click. Enter *BD??? Where you see the first? enter the appropriate code for your type of school - for example BDH for High, BDM for Middle, BDE for Elementary, BDK for K-8, BDB for Multi-Level, BDS for Charter schools and *ALS for Alternative schools. For the second and third?? enter your 2-digit IFAS location. (For Example: Zablocki school would use *BDEZA) Do not enter an * after the 2-digit location. 3. Move your cursor to the ALLOCATED BUDGET field and click, enter < >0 (less than sign, greater than sign and zero) Note: Step 3 is only needed when bringing up your BOARD budgets. Do not put the <>0 when bringing up Categorical/Grant budgets. 4. Click on the arrow next to the magnifying glass, a drop down list appears. Click on SHOW TOTALS. Note: You must click on the SHOW TOTALS first! 5. Click on the arrow next to the magnifying glass one more time the drop down list will appear. Click on APPLY FIND TO TOTALS 6. PRESS ENTER 7. Move your cursor to the DESTINATION VERSION field click on the drop down list and select AB allocated budget. Once you click on AB in the Destination Version field your allocated budget information will appear in the Totals Box *BD??? 10
13 Your screen now contains the totals of your allocated budget in the Totals Box (upper right). 1. Total Revenues will be equal to your allocation. 2. Total Expenditures is the total of the allocated budget column. This represents your FY17 Final Adopted budget adjusted for FY18 salaries and benefits. 3. When you have completed your budget, Net must equal zero. 4. On the left side of the screen are the total number of records. This area can also be used for quickly locating account information. To open and close this area, click once on the blue tab
14 MAKING CHANGES - Positions To change the number of positions, click in the AB FTE cell once. When the cell color changes, enter the number or zero and PRESS ENTER. (Note: When making any changes in IFAS, only click enter once. In the left bottom corner of the screen it will say waiting for host response that indicates that your request is being processed. Clicking multiple times can lock up the screen.) The system will recalculate the new salary amount and also the benefits associated with the position. To see the new total, look at the TOTAL EXPENDITURES in the box at the top right of the screen. MAKING CHANGES - Other Accounts To change the dollar amount for a budget line, click in the ALLOCATED BUDGET cell once. When the cell color changes, enter the desired dollar amount (no commas) and PRESS ENTER. Note: Must be whole numbers. The system recalculates your new TOTAL EXPENDITURES. 12
15 ADDING NEW ACCOUNTS Note: Before trying to Add a new account attempt a Find (see page 14 for instructions) with a 0 in the AB FTE or Allocated Budget Field. Before you can add a new account, you must change from the FIND MODE, to the ADD mode. 1. Click on the PLUS SIGN located at the top of the page on the IFAS toolbar. 2. Verify the system has changed the mode by checking in the upper right corner of the screen it should say add mode. 3. Once your screen is in the add mode a blank line is added at the bottom of your screen. Enter the budget code - Start by placing the cursor in the Key field of the Ledger column. Enter all ten digits of the key portion of the budget code. Tab or click into the object field and enter the four digits (eight if it is a salary code) of the object. Click or tab into either the AB FTE or Allocated Budget field, make any changes to positions or dollars and PRESS ENTER. If the budget code is not valid, double check the accuracy of your entry. Make any changes, press enter and wait for the green check mark DELETING ACCOUNTS Accounts are not deleted permanently from the IFAS system. If you do not want a budget or a position for an account for FY18, enter a zero in the AB FTE cell (for a position) or a zero in the Allocated Budget Field (for a non position). 13
16 FINDING - ENABLING ACCOUNTS You will have to enable an account if the account is listed on your budget worksheet, but does not have positions-fte or a budget amount for Note: The below instructions can also be used any time you need to find a budget code, whether it has a dollar amount in the allocated budget field or not. 1. Make sure you are in the Find mode. The mode is listed in the upper right hand corner of your screen. 2. If you are not in the Find mode, click on the magnifying glass on the IFAS toolbar, click on Find Search. 3. Once you are in the Find mode, enter the key and object into the account code field (check your budget worksheet for the correct code). PRESS ENTER or (Click on the magnifying glass drop down and choose Apply Find Criteria). The Object Code Description will appear and the AB FTE, Allocated Budget and PY FTE fields will fill with zeros. 4. Click on the AB FTE field and enter the number of position(s) you would like or the ALLOCATED BUDGET field and enter the amount. PRESS ENTER wait for the green check mark at the top of the page Note: After you are done finding or enabling accounts and you would like to view all of your account codes: Click on the magnifying glass on the IFAS toolbar, click on Find Search. Click in the Ledger field and enter *BD??? (First? list - H for High, M for Middle, E for Elementary, K for K-8, B for Multi-Level, S for Charter and *ALS for alternative schools. Second and third?? list the schools 2-digit IFAS location) (or the Categorical project you were currently working in), click in the Allocated Budget field and type <>0 and PRESS ENTER. REMEMEBER when you are done working with a particular budget you must X out before you bring up another budget. 14
17 BOARD BUDGET CODES (Tax Unit 110) (When running reports) Board Budget Names IFAS Budget Project Value High School BDH 603 Multi Level Schools BDB 604 Middle School BDM 606 Elementary School BDE 609 K-8 BDK 612 Special/Charter BDS 611 Alternative Schools ALS 695 Board Central BDC 613 Art, Music & Phy. Ed AMP 627 Grant Transitional Class Size Reduction GTL 798 Board Guidance BDO 625 Special Education EEN 630 School Office OFC 652 World Language WLA 631 (See Budget instructions for complete list) BUDGETS OTHER THAN BOARD (Tax Unit 113) When you are entering a Categorical/Grant budget enter the Asterisk - Name of budget School location code. For example: Title 1 would be *T18?? (?? Is the schools 2-digit IFAS location) NOTE: (When bringing up your Categorical or Grant budgets, you DO NOT have to enter <>0 in the allocated budget column) You may not switch from one budget to the other without exiting the data entry screen (GLBUFTUB screen) click on the X in the upper right hand corner of the screen. For example: if you are in your Board budget, you must close that screen before you can bring up a Categorical/Grant budget, or vice versa. Below is a list of the most common Grants: (When running reports) Grant IFAS Budget Project Value Title I School Wide T Title I Parent Involvement SV8 144 Title I Targeted Asst. OQ8 132 Title I Supplement TZ8 145 Title I Focus OF8 130 Title I Priority 1U8 135 Title II T AGR SG8 287 Title III Bilingual (Central in FY15) T Head Start (Federal) HS8 526 Head Start (State) HP
18 After you complete entering your FY18 budget data, print your Budget Worksheet and retain for your records. 1. From the Dashboard home page, click on the Budget tab. 2. In the Budget Preparation Group click on the Budget Worksheet link, a criteria box will open In the Fiscal Years field, remove any other years listed except 2018 and In the Project field enter 6*, Click on Submit Will Default to Current Date
19 A Report Progress window will open while your report is being processed. When your report is complete a new window will open with the report you requested Reminder: To print any reports in IFAS, you must use the Options icon on the IFAS toolbar. Click on the Options icon then click on print 17
20 After you complete entering your FY18 budget data, you should print your Staffing and Budget Summary Report and retain for your records 1. From the Dashboard home page, click on the Budget tab. 2. In the Budget Preparation Group click on the Staffing and Budget Summary link, a criteria box will open In the LOCATION field, remove the LOC and enter your three digit site number. 4. Click on Submit Note: Date will default to the current date
21 A Report Progress window will open while your report is being processed. When your report is complete a new window will open with the report you requested. FY18 Will show FY17 and FY18 Reminder: To print any reports in IFAS, you must use the Options icon on the IFAS toolbar. Click on the Options icon then click on print 19
Accessing Lawson Self-Services
Accessing Lawson Self-Services Contents Lawson Self-Service Access 3 Signing into Lawson 4 Switching between modules 4 Accessing your pay remittances 4 Updating your direct deposit 5 Updating your tax
More informationBudgetPak User Guide FY1718
BudgetPak User Guide FY1718 Contents Overview... 2 About Your FY1718 Budget... 2 Logging In to BudgetPak... 3 Reviewing Current and Historical Budget and Actual Information... 4 Creating Your FY1718 Budget...
More informationMoney Management (MX) Frequently Asked Question s
Money Management (MX) Frequently Asked Question s Account Maintenance How do I get rid of duplicate accounts? How do I permanently delete an account? How do I hide/exclude an account? How do I rename my
More informationPFM MoneyMobile. Product Overview Guide. August 2013
PFM MoneyMobile Product Overview Guide August 2013 1 Contents MoneyMobile iphone App... 3 New Navigation Menu... 5 Accounts... 6 Transactions... 13 Excluded Transactions... 16 Spending Wheel... 17 Bubble
More informationAPPROVING TRAVEL RELATED EXPENSES
APPROVING TRAVEL RELATED EXPENSES If you are part of the approval process and have items awaiting your approval you will see a yellow notification bar at the top of the Dashboard. You may also access your
More informationContents 1. Login Layout Settings DEFAULTS CONFIRMATIONS ENVIRONMENT CHARTS
USER GUIDE Contents 1. Login... 3 2. Layout... 4 3. Settings... 5 3.1. DEFAULTS... 5 3.2. CONFIRMATIONS... 6 3.3. ENVIRONMENT... 6 3.4. CHARTS... 7 3.5. TOOLBAR... 10 3.6. DRAWING TOOLS... 10 3.7. INDICATORS...
More informationIndividual Taxpayer Electronic Filing Instructions
Individual Taxpayer Electronic Filing Instructions Table of Contents INDIVIDUAL TAXPAYER ELECTRONIC FILING OVERVIEW... 3 SUPPORTED BROWSERS... 3 PAGE AND NAVIGATION OVERVIEW... 4 BUTTONS AND ICONS... 5
More informationClaims. Chapter 11. Adding a Claim. HOW to Add a Claim. Nexsure Training Manual - CRM. In This Chapter
Nexsure Training Manual - CRM Claims In This Chapter Adding a Claim Populating the Claim form Tracking the Claim Delivering the Claim form Closing and Reopening the Claim Adding a Claim When a claim is
More informationDUS DocWay TM Loan Documents User Guide. January 2019
DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...
More informationFor Lenders. Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los
Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los A User ID and Password will be assigned to all users by the designated account administrator
More informationRadian Mortgage Insurance
LOS Interface Administrator/User Guide Radian Mortgage Insurance 2012 PCLender, LLC Contents Introduction... 3 Interface Features... 3 Interface Requirements... 3 Interface Considerations... 4 How Does
More informationForm 162. Form 194. Form 239
Below is a list of topics that we receive calls about each year with the solutions to them detailed. New features and funds have also been added. Note: Some of the topics have more than one question so
More informationBudgetPak User Guide. Lewis & Clark College. October 2016
BudgetPak User Guide Lewis & Clark College October 2016 Contents Overview... 2 Definitions and Set Up... 2 Logging In to BudgetPak... 3 Reviewing Current and Historical Budget and Actual Information...
More informationSupport Unit Budget Requests
Support Unit Budget Requests In Hyperion University Budget Office Office of the Vice President and Chief Financial Officer October 2016 1 Table of Contents HYPERION OVERVIEW... 2 Overview... 2 Support
More informationDashboard. Dashboard Page
Website User Guide This guide is intended to assist you with the basic functionality of the Journey Retirement Plan Services website. If you require additional assistance, please contact our office at
More informationMiddlebury s Planning
and Budgeting Cloud Services (PBCS): Middlebury s Planning Last update: 1/19/2016, Version 4 Table of Contents Introduction to Planning:... 3 Middlebury's Planning: Logging-In.. 5 Planning Administration:..7
More informationBrown University Tidemark Users Guide
Brown University Tidemark Users Guide Updated March 26, 2015 Table of Contents Tidemark Overview... 2 What is Tidemark?... 2 Logging In and Out of Tidemark... 2 Panels... 2 Panel Layout... 3 Data Slice
More informationTidemark Budget Data Entry Payroll Budget (2017)
Budget (2017) This document contains information for entering proposed budget amounts into the Tidemark software for Payroll. 1 Tidemark Accessing Budget Tidemark Data Entry Payroll Overview / Tidemark
More informationSeller Procedures Delegated. Seller Portal
Seller Procedures Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions Menu
More informationQuick Reference Guide: General Budget Change
Quick Reference Guide: General Budget Change In the USC Kuali system, every type of transaction is created and submitted in the form of an electronic document referred to as an edoc. The Kuali Financial
More informationORACLE HYPERION PLANNING USER TRAINING
ORACLE HYPERION PLANNING USER TRAINING University of North Texas Page 1 of 35 TABLE OF CONTENTS I. INTRODUCTION... 3 A. Hyperion Terminology... 3 B. Chartfields... 3 II. INTRODUCTION TO HYPERION PLANNING...
More informationUsing the Budget Features
Using the Budget Features Quicken budgets can be used to summarize expected income and expenses for planning purposes. The budget can later be used in comparisons to actual income and expenses to determine
More informationSUGGESTED DEFAULT TEMPLATES FOR TWO 2009 December 28, 2009
For the latest defaults, check the AARP Tax-Aide Extranet at www.aarp.org/tavolunteers This document contains many suggestions; local practices should prevail. There are actually very few have to settings.
More informationLEGISLATIVE BUDGET BOARD. Fiscal Year 2018 Operating Budget Instructions
LEGISLATIVE BUDGET BOARD Fiscal Year 2018 Operating Budget Instructions ABEST Data Entry for Executive and Administrative Agencies, Appellate Courts, and Judicial Branch Agencies LEGISLATIVE BUDGET BOARD
More informationViive 5.2 QUICK START GUIDE MAC-VIIVE
Viive 5.2 QUICK START GUIDE 1-855-MAC-VIIVE ii Contents PUBLICATION DATE January 2016 COPYRIGHT 2016 Henry Schein, Inc. All rights reserved. No part of this publication may be reproduced, transmitted,
More informationSeller Procedures Non-Delegated. Seller Portal
Seller Procedures Non-Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions
More informationUsing ERAs with Helper
Using ERAs with Helper Table of Contents Introduction to ERAs in Helper... 1 Getting Started with ERAs... 1 Set up Multi-User settings for ERAs... 1 Enter the ERA Payer ID in the Insurance Company Library...
More informationFREQUENTLY ASKED QUESTIONS
General Questions: Questions 1. How should store sites be named? 2. How do I get help? 3. How to request consultant/vendor access? 4. How to request FBO Vendor access? 5. How do I delete a project? Responses
More information14. Roster Processing
14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the
More informationQuickBooks Advanced. Basic Reports. For most reports use the Report Center button. That will lead to a screen like this:
QuickBooks Advanced Basic Reports For most reports use the Report Center button. That will lead to a screen like this: There are a ton of report options, but there are really only 3 that you need: Profit
More informationOFFICE OF UNIVERSITY BUDGETS AND FINANCIAL PLANNING WMU BUDGET REPORTING INSTRUCTIONS (FOR THE WEB)
OFFICE OF UNIVERSITY BUDGETS AND FINANCIAL PLANNING WMU BUDGET REPORTING INSTRUCTIONS (FOR THE WEB) The WMU budget reporting panel provides reports designed to help departments track their permanent budgets.
More informationGuruFocus User Manual: My Portfolios
GuruFocus User Manual: My Portfolios 2018 version 1 Contents 1. Introduction to User Portfolios a. The User Portfolio b. Accessing My Portfolios 2. The My Portfolios Header a. Creating Portfolios b. Importing
More informationFMS View Expense Budget Information
FMS View Expense Budget Information Budget Information Queries To view your operating expense budget (Fund 110) in the Financial Management System (FMS), you create a budget query with specific criteria;
More informationForm 155. Form 162. Form 194. Form 239
Below is a list of topics that we receive calls about each year with the solutions to them detailed. New features and funds have also been added. Note: Some of the topics have more than one question so
More informationFundriver Reporting For Departmental Users
For Departmental Users For Departmental Users Accessing Fundriver... 1 Fund Summary Screen... 1 Selecting a Fund... 1 Fund Drop Down List... 2 Find Button... 2 Fund Summary Data... 4 General Information...
More informationP2 Explorer for Qbyte FM
P2 Explorer for Qbyte FM 1 Introduction 2 Overview the Interface 3 P2 Explorer Framework 4 Administration Settings 4.1 Charts 4.2 Line Graphs 4.3 Bar Graphs 4.4 Sparklines 4.5 Bullet Graphs 5 Getting Started
More informationFUTURESOURCE TRADER 1 WELCOME 6 THE FUTURESOURCE TRADER WINDOW 7. Changing Your Password 8. Viewing Connection Status 8 DOMTRADER 9
FutureSource Trader FUTURESOURCE TRADER 1 WELCOME 6 THE FUTURESOURCE TRADER WINDOW 7 Changing Your Password 8 Viewing Connection Status 8 DOMTRADER 9 Adding a DOMTrader 9 DOMTrader Components 10 Title
More informationPVCC S STRATEGIC PLANNING ONLINE SYSTEM (SPOL)
PVCC S STRATEGIC PLANNING ONLINE SYSTEM (SPOL) Strategic Planning Online (SPOL) is a web based software solution specifically designed to help institutions automate the planning and budgeting process.
More informationAny symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.
WebTrader Users Guide December 2010 WebTrader Release 5.3 2010 Interactive Brokers LLC. All rights reserved. Any symbols displayed within these pages are for illustrative purposes only, and are not intended
More informationULTRA II User Manual. Ultra II is a new Internet security trading system that has been developed to facilitate Bualuang i-trading's customers.
ULTRA II User Manual Ultra II is a new Internet security trading system that has been developed to facilitate Bualuang i-trading's customers. 1. Over View Ultra II consists of 5 main category pages: 1.1
More information3. Entering transactions
3. Entering transactions Overview of Transactions functions When you place an order to buy or short sell, you should immediately enter the transaction into the appropriate portfolio account so that the
More informationSMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014
SMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014 Table of Contents Logging On... 3 Navigating the Budget Worksheet... 4 Navigating to other Fund Centers... 5
More informationUser Guide to the Budget Process
User Guide to the Budget Process 2/22/2018 Contents 1. Adaptive Insights... 2 2. Browsers... 2 3. Nomenclature... 2 4. User Security - Roles and Levels... 2 5. Logging into Adaptive Insights... 3 6. Budget
More informationStuckyNet-Link.NET User Interface Manual
StuckyNet-Link.NET User Interface Manual Contents Introduction Technical Information General Information Logging In & Out Session Timeout Changing Your Password Working with the Borrowing Base Creating
More informationd. This will redirect you the Encompass TPO Webportal Login Screen e. Enter your address and temporary password (from your admin )
1. Login Instructions for Website a. Receive admin temporary password email from EMM b. Login in to www.emmwholesale.com website c. Click Encompass Login Icon d. This will redirect you the Encompass TPO
More informationPHILLIP FUTURES PTA. POEMS Installation and Quick Start User Guideline
PHILLIP FUTURES PTA POEMS 1.8.3 Installation and Quick Start User Guideline NOTICE The best effort has been put in to ensure that the information given in this POEMS Professional 1.8.3 Quick Start User
More informationHuman Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide Creating a Funding Entry This guide describes the process for creating a funding entry in HCM. Funding is required for all active positions with incumbents
More informationPolicy. Chapter 6. Accessing the Policy. Nexsure Training Manual - CRM. In This Chapter
Nexsure Training Manual - CRM Policy In This Chapter Accessing the Policy Adding a Thank You Letter Editing the Policy Adding, Editing and Removing Assignments Admitted Carrier Identification Summary of
More informationMutual Fund & Stock Basis Keeper
A Guide To Mutual Fund & Stock Basis Keeper By Denver Tax Software, Inc. Copyright 1995-2006 Denver Tax Software, Inc. Denver Tax Software, Inc. P.O. Box 5308 Denver, CO 80217-5308 Telephone (voice): Toll-Free:
More informationFY 2019 Budget Instruction Manual Table of Contents
FY 2019 Budget Instruction Manual Table of Contents INTRODUCTION...3 IMPORTANT REMINDERS...4 Navigation Buttons...4 Saving Your Work...4 Assigning Department-Level Users...4 WHAT S NEW OR NOTABLE IN FY
More informationFundriver Reporting For Departments and Schools
For Departments and Schools For Departments and Schools Accessing Fundriver... 1 Fund Summary Screen... 1 Selecting a Fund... 1 Fund Drop Down List... 2 Find Button... 2 Fund Summary Data... 4 General
More informationMunicipality Budget User Manual: Portal
Municipality Budget User Manual: Portal Contents Register for Portal Access... 3 Access Portal & How to Log In... 3 Navigation... 3 Main Navigation: Header... 3 FAST Navigation... 4 Select Local Government
More informationHow to Use Fundamental Data in TradingExpert Pro
Chapter VII How to Use Fundamental Data in TradingExpert Pro In this chapter 1. Viewing fundamental data on the Fundamental Report 752 2. Viewing fundamental data for individual stocks 755 3. Building
More informationCoeus Premium Proposal Development. User Guide. Coeus For additional help, contact the UC Coeus Help Desk at
Coeus Premium Proposal Development User Guide Coeus 4.5.1 For additional help, contact the UC Coeus Help Desk at coeus@uc.edu Contents Contents Preface About the Proposal Development User Guide 7 Conventions
More informationMOBILE (iphone/ipad)
MOBILE (iphone/ipad) USER GUIDE www.fxbtrading.com 1 CONTENTS Download and installation...3 Quotes...5 Chart...8 Trade...9 Type of orders...10 Setting Stop Loss & Take Profit (Modify order)...12 History...14
More informationUSER GUIDE. October 2015
TM USER GUIDE October 2015 CONTENTS ACCESS SMARTCLOSE TO INITIATE COLLABORATION... 1 INVITE COLLABORATORS... 3 PIPELINE VIEW... 4 INSIDE SMARTCLOSE... 5 OWNER DROPDOWN... 5 THE AUDIT SYSTEM... 6 THE MESSAGING
More informationMaster User Manual. Last Updated: August, Released concurrently with CDM v.1.0
Master User Manual Last Updated: August, 2010 Released concurrently with CDM v.1.0 All information in this manual referring to individuals or organizations (names, addresses, company names, telephone numbers,
More informationLearning TradeStation. News, Time & Sales, Research, Browser, and Ticker Bar
Learning TradeStation News, Time & Sales, Research, Browser, and Ticker Bar Important Information No offer or solicitation to buy or sell securities, securities derivative or futures products of any kind,
More informationSetting up TaxSlayer Pro Online
Setting up TaxSlayer Pro Online To set up TaxSlayer ProOnline as a Favorite in your web browser, use the following steps: 1. Open Internet Explorer, Mozilla Firefox, or Google Chrome. 2. Type https://vita.taxslayerpro.com
More informationBudgetPak Getting Started Guide for Users
BudgetPak Getting Started Guide for Users Overview This Getting Started Guide contains instructions for how to complete your FY2016 Budget. BudgetPak supports several levels of users. In your budget there
More informationStandard Accounts User Guide
Standard Accounts User Guide v. 8.1, Windows February 2016 Table of Contents Table of Contents INTRODUCTION... 4 Installation and Starting of Standard Accounts... 4 Starting Standard Accounts for the first
More informationUsing the Clients & Portfolios Module in Advisor Workstation
Using the Clients & Portfolios Module in Advisor Workstation Disclaimer - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Overview - - - - - - - - - - - - - - - - - - - - - -
More informationProSystem fx. Consolidated. Electronic Filing. Quick Start Guide
ProSystem fx Electronic Filing Consolidated Electronic Filing Quick Start Guide January 2015 Copyright 2015, CCH INCORPORATED. A Wolters Kluwer business. All Right Reserved. Material in this publication
More informationMississippi State University Guidelines for Budget Preparation Operating Budgets
Table of Contents Mississippi State University Guidelines for Budget Preparation 2018-2019 Operating Budgets I. General Information... 2 Calendar Accessing the Budget Module Mississippi State University
More informationMETA TRADER 4 MOBILE (ANDROID) USER GUIDE MOBILE (ANDROID) USER GUIDE.
MOBILE (ANDROID) USER GUIDE www.fxbtrading.com 1 CONTENTS Download and installation...3 Quotes...5 Chart...8 Type of orders...10 History...13 Indicators for technical analysis...14 2 MetaTrader 4 for Android
More informationUsing an Excel spreadsheet to calculate Andrew s 18th birthday costs
Using an Excel spreadsheet to calculate Andrew s 18th birthday costs Open a new spreadsheet in Excel. Highlight cells A1 to J1. Prevocational Mathematics 1 of 17 Planning an event Using an Excel spreadsheet
More informationChapter 6. Cash Control
Chapter 6 Cash Control This Page Left Blank Intentionally CTAS User Manual 6-1 Cash Control: Introduction The Cash Control section allows you to enter the beginning balances for the fiscal year. This section
More informationLearning TradeStation. Order-Entry Tools and Preferences
Learning TradeStation Order-Entry Tools and Preferences Important Information No offer or solicitation to buy or sell securities, securities derivative or futures products of any kind, or any type of trading
More informationDear Client, We appreciate your business!
FTJ FundChoice Website Guide Page 1 Dear Client, Thank you for choosing FTJ FundChoice. This guide will assist you in managing your online account at: www.portfoliologin.com. In keeping with our mission
More informationCredit Card Processing Guide
Credit Card Processing Guide A Guide For Processing Transactions With The Integrity Edge Software I Integrity Credit Card Processing Table of Contents Part I Credit Card Processing Setup 1 Part II Credit
More informationBBPadmin s WebCOBRA On Demand Employer User s Guide. BBPadmin s Employer User s Guide to
BBPadmin s Employer User s Guide to 1 Table of Contents Introduction to Employers... 5 Chapter 1: Getting Started... 6 Purpose of WebCOBRA... 6 For Employers... 6 For Participants... 6 Getting Started
More informationFINANCE TRAINING COST CENTER MANAGER
FINANCE TRAINING COST CENTER MANAGER Workday Approvals: Spend Authorization, Expense Report, Requisition, Invoice & Creating Budget Amendments CONTENTS: COST CENTER MANAGER ROLES & RESPONSIBILITIES APPROVING
More informationNavigating Bill It Now
Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to www.billitnow.com Click on the Log In link located at the top right hand corner of the screen to display the BMS Login Screen,
More informationELECTRONIC BILL PAYMENT OVERVIEW
ELECTRONIC BILL PAYMENT Our online electronic bill payment system allows you to pay bills through our secure Internet server. You may schedule a payment; schedule recurring payments to be issued automatically;
More informationContents. Introduction
Getting Started Introduction O&M Profiler User Guide (v6) Contents Contents... 1 Introduction... 2 Logging In... 2 Messages... 3 Options... 4 Help... 4 Home Screen... 5 System Navigation... 5 Dashboard...
More informationBEx Analyzer (Business Explorer Analyzer)
BEx Analyzer (Business Explorer Analyzer) Purpose These instructions describe how to use the BEx Analyzer, which is utilized during budget development by account managers, deans, directors, vice presidents,
More informationFMS Account Summary Inquiry View Budget Information
FMS Account Summary Inquiry View Budget Information Account Summary Inquiry The Account Summary Inquiry (ASI) in our Financial Management System (FMS) displays budget, expenditure, encumbrance, and available
More informationå Follow these steps to delete a list: å To rename a list: Maintaining your lists
Maintaining your lists TradingExpert Pro provides a number of functions for maintaining the data contained in your Group/Sector List and all other lists that you have created. This section lists the data
More informationWORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES
KNOWLEDGE Builders WORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES In the case of your death, your life and accidental death & dismemberment policy is payable to the beneficiary(ies) that you designate.
More informationIntroduction to Basic Excel Functions and Formulae Note: Basic Functions Note: Function Key(s)/Input Description 1. Sum 2. Product
Introduction to Basic Excel Functions and Formulae Excel has some very useful functions that you can use when working with formulae. This worksheet has been designed using Excel 2010 however the basic
More informationNext Year Budget Entry
Next Year Budget Entry Please follow these directions for each level of access. Substitute Level 1 for your level of access within the directions. Access levels are date sensitive. If you are not able
More informationOnline Pay Claims for EXAM SUPERVISORS User Guide Version 1.0
Online Pay Claims for EXAM SUPERVISORS User Guide Version 1.0 Table of Contents What is Employee Self Service?... 4 Where do I start?... 4 Where do I find help?... 4 Getting Started... 5 Pay Claim Entry...
More informationTRAVEL PORTAL INSTRUCTIONS
TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE
More informationConstruction Budget Application Using Procorem
Construction Budget Application Using Procorem User Guide Updated: August 2, 2018 Trademarked names may appear throughout this document. Rather than list the names and entities that own the trademark or
More informationPersonal Finance Amortization Table. Name: Period:
Personal Finance Amortization Table Name: Period: Ch 8 Project using Excel In this project you will complete a loan amortization table (payment schedule) for the purchase of a home with a $235,500 loan
More informationInstructions for Completing the Budgeted Required Local Effort and Budgeted Required Local Match Template for Mandatory Standards of Quality Programs and Optional School Facilities and Lottery Programs
More informationPST954 Hyperion Budgeting
PST954 Hyperion Budgeting University Budget Office Office of the Vice President and Chief Financial Officer October 2016 1 Table of Contents HYPERION OVERVIEW... 2 Overview... 2 UF Budget Cycle... 2 Click
More informationThe Advanced Budget Project Part D The Budget Report
The Advanced Budget Project Part D The Budget Report A budget is probably the most important spreadsheet you can create. A good budget will keep you focused on your ultimate financial goal and help you
More informationUsing the Budget Features in Quicken 2003
Using the Budget Features in Quicken 2003 Quicken budgets can be used to summarize expected income and expenses for planning purposes. The budget can later be used in comparisons to actual income and expenses
More informationRETROACTIVE SALARY REPORTING USER GUIDE
FB 0963 0315 RETROACTIVE SALARY REPORTING USER GUIDE Employer Pensions and Benefits Information Connection (EPIC). For more information about EPIC, see the EPIC Users Information Guide at: www.state.nj.us/treasury/pensions/epickit.htm
More informationDealing Software User Guide Version 4.1
Main Client Screen Dealing Software User Guide Version 4.1 1 2 3 4 5 6 7 8 The main client screen of the dealing software is intuitive and ergonomic. All trading functions can be performed from the main
More informationBOCI SmartXpress iphone & Android Trading Platform User Guide
BOCI SmartXpress iphone & Android Trading Platform User Guide 1 P a g e Contents I. Start with Download P.3 P.5 II. Securities Account Login P.6 III. Quote and News P.7 P.15 IV. HK and US Securities Trading
More informationUser guide for employers not using our system for assessment
For scheme administrators User guide for employers not using our system for assessment Workplace pensions CONTENTS Welcome... 6 Getting started... 8 The dashboard... 9 Import data... 10 How to import a
More informationForex Online Trading User Guide
Forex Online Trading User Guide WING FUNG FOREX LIMITED Tel (HK) : (852) 2303 8690 Tel (China) : 400 120 1080 Fax (HK) : (852) 2331 9505 Fax (China) : 400 120 1003 Email : cs@wfgold.com Website : www.wfgold.com
More informationCTIMS FLA Carl Perkins Worksheet & Application Guidebook
April 20, 2018 CTIMS FLA Carl Perkins Worksheet & Application Guidebook CareerTech Information Oklahoma Department of Career and Technology Education Table of Contents Logging in to CTIMS... 1 Help and
More informationBusiness Planning Simulation FY 2017 BPS_300
Business Planning Simulation FY 2017 BPS_300 1 Course Content Business Planning Simulation (BPS) Phase I: Income & Non-Position Budgets Phase II: Regular Position Budget & Salary Proposals Phase III: Non-Regular
More informationPOSTINGNOTICE.com It s easier this way
POSTINGNOTICE.com It s easier this way Getting Started Guide Revision: 1.0 FergTech FergTech, Inc. 19 Wilson Ridge Rd. Darien, CT 06820 5133 Tel: (203) 636 0101 url: www.fergtech.com Table of Contents
More informationM Y F I N A N C E H O W T O
U S S F C U P E R S O N A L F I N A N C I A L M A N A G E M E N T M Y F I N A N C E H O W T O CONTENTS Overview..2 Getting Started... 2 Dashboard... 4 Accounts... 6 Adding an External Online Account...
More informationChapter 18. Indebtedness
Chapter 18 Indebtedness This Page Left Blank Intentionally CTAS User Manual 18-1 Indebtedness: Introduction The Indebtedness Module is designed to track an entity s indebtedness. By entering the principal
More informationCASH ADVANCES TABLE OF CONTENTS
CASH ADVANCES TABLE OF CONTENTS Overview... 2 Responsibilities... 2 Delegate Entry Authority to Other Users... 2 Cash Advance Tips and Reminders... 4 Create and Manage... 5 Create a Cash Advance for Yourself...
More information