How RAs Submit the Budget
|
|
- Mervyn Warner
- 5 years ago
- Views:
Transcription
1 How RAs Submit the Budget There are now two ways for RAs to upload their budgets using the new functionality. The RA can manually enter the budget on the page and is ideal for RAs who are submitting budgets with a small number of budget lines. Additionally, the RA can use the Excel upload with an updated Excel template and is ideal for RAs who are submitting budgets with a large number of budget lines. Both methods will require that the budget be submitted from the new Department Budgets Add/Edit page that is located conveniently within the RA Grants WorkCenter. This document will review both methodologies. New features: Added the Award ID field on the search page so RAs can now submit multiple funds/projects budgets. Added Download to Excel functionality. Added combo edit at the front end so that the chartfields are edited before budget upload is sent to CGA for review. The page includes budget upload history showing the entire audit history. Added multiple statuses including: Analyst Approved (CGA), Analyst Rejected (CGA), Not Submitted (RAs), PC Loading Error (CGA), Re-Submitted (RAs), Submitted (RAs), Supervisor Approved (CGA), Supervisor Rejected (CGA), and Withdrawn (RAs). RAs now have the option to Withdraw Budget if the budget needs to be modified. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 1
2 Method 1 Manual Entry To begin, navigate to the RA Grants WorkCenter. The menu path is as follows: Main Menu Grants RA Grants WorkCenter New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 2
3 There is a new link available in the WorkCenter titled Department Budgets Add/Edit. To enter a new award budget, select the link. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 3
4 1. Click Add a New Value. Enter the Award ID and select a Budget Purpose from the dropdown menu and then click on the Add button. 2. In the Budget Amounts for Period section the RA should add each line of the budget. 3. The Business Unit will already be defaulted with ; if a different Business Unit is required, such as J0000, please enter it here. Enter the Account, Fund Code, Department, Program Code, Budget Amount and the Accounting Date. The first line will be the Unallocated Amount and should be a negative number. As with the previous budget upload process, once the RA has completed all lines for the budget, the sum of the Budget Amount should add up to zero, $0.00. The Accounting Date is the date the RA is uploading the budget or the date the RA is redistributing the budget. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 4
5 NOTE: The RA can enter text in the Description field although it is not a required or mandatory field. The Description field is generally used to indicate the reason the RA is submitting the budget. Common reasons may be that the RA is allocating their budget to another PI or hiring a new graduate student so the RA needs to move money from equipment to salaries. Any description that is entered is for internal reference only by the RAs department and does not appear in the BAIRS reporting. This completes line one. To add additional lines, click the Add a New Row icon 4. Repeat the same process for all lines that make up the budget. NOTE: When entering many budget lines, it is always a good practice to click the Save button frequently. This not only preserves your work but also subtotals the Budget Amount. Remember that once all the lines in the budget are added, the total budget amount should add up to zero, $0.00. As the Message Box indicates after you have clicked on the Save button, Total Budget Amount Should be Equal to Zero. Please verify the amounts. The system will not allow the RA to submit the budget until this has occurred. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 5
6 5. In this example the RA is done adding the budget lines and has clicked the Save button. The sum of the Budget Amount is equal to zero, $0.00. The next step is to click on the Submit Budget button. Once Submit Budget button is clicked, the file is in the CGA Grants WorkCenter. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 6
7 NOTE: When the Submit Budget button is clicked, the program is checking the combo edit rule(s). Once the budget passes the combo edit, the Chart Edit Status will show as Valid and the File Status will change from Not Submitted to Submitted. This page will also record the name of the RA who submitted the budget, the date and the time of the budget submission. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 7
8 New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 8
9 Method 2 Excel Upload To begin, navigate to the RA Grants WorkCenter. The menu path is as follows: Main Menu Grants RA Grants WorkCenter New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 9
10 1. The first step is to download the new Budget CSV Template from the RA Grants WorkCenter The new template looks very similar to the template the RAs have been using. There are two additional columns that need to be populated, CONTRACT_NUM and BUDGET_PURPOSE. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 10
11 Column C will need to be populated with the Contract/Award Number. Column D will need to be populated with the Budget Purpose. The acronym s for the four different types of budgets are listed below for your reference. N: New Award Budget M: Award Mod Budget R: Budget Reallocation C: Chartfield Mapping 2. The RA would enter the budget information as they have done with previous budget uploads using the date the RA enters or redistributes the budget as the accounting date. Once all lines have been entered, including populating the two new fields, ensure that the total budget amount adds up to zero, $0.00. In Excel, click on File, Save As, enter the file name, select CSV (Comma delimited) (*.csv) as the file type and click on Save. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 11
12 3. The RA is now ready to upload the budget via the Budget Upload link in the RA Grants WorkCenter. Select Budget Upload from the *Import Process dropdown, select Research Administrator from the *External System dropdown, Click on the Browse button. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 12
13 Once the budget has been uploaded successfully the RA will receive a dialogue box indicating the Import/Export Process Successful message. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 13
14 4. Go to the new Department Budgets Add/Edit link in the RA Grants WorkCenter New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 14
15 5. Enter the Award ID, click on Search and select the budget file that was just uploaded. 6. After the RA has verified the budget information on the page, the normal process is followed by clicking on the Submit Budget button. Once Submit Budget button is clicked, the file is in the CGA Grants WorkCenter. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 15
16 NOTE: When the Submit Budget button is clicked, the program is checking the combo edit rule(s). Once the budget passes the combo edit, the Chart Edit Status will show as Valid and the File Status will change from Not Submitted to Submitted. This page will also record the name of the RA who submitted the budget, the date and the time of the budget submission. New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 16
17 New C&G Budget Submission Process in BFS How RAs Submit the Budget (last updated ) - Page 17
Award Budget Entry. Table of Contents
Award Budget Entry Table of Contents Navigation... 2 New Award Budget Set Up... 4 New Award Budget Set Up with Cost Share... 8 Award Modification Budget Entry... 9 Budget Reallocations... 13 STIP Budget
More informationUniversity of Delaware UD Financials v9.1 PeopleSoft Grants/Proposals
Copy One Budget Period to Another C-. Using the Copy Budget Period feature The Copy a Budget Period page enables you to copy information from a source budget period to subsequent budget periods, thus avoiding
More informationUpload Budget Item Rates
Upload Budget Item Rates Who: Why: When: Sys Admin When tight control of Project costing is necessary and the same items are required on many Orders within the Project View. When Project Views are set
More informationFY13 Budget Prep New Functionality
HR Refresh Functionality It is now possible to refresh the HR data for a single DeptID in Position Budgeting. The process is simple, but care is necessary to avoid unintentional errors. The process begins
More informationBudget Overview Job Aid - Expenses
- Expenses The Budget Overview page will show specific budget details for a single fund/project or a range of funds/projects. Criteria entered by the user will specify the values that identify controlled
More informationReconcilers & Verifiers Manual
Document Name: Procurement Card Project: PeopleSoft Financials Date Last Updated: 10/14/14 Prepared by: Jim Scull Date Developed: 08/26/04 Reconcilers & Verifiers Manual Table of Contents Department Users...
More informationMerrill Lynch E-Contribs for Small Business Retirement Accounts
Merrill Lynch E-Contribs for Small Business Retirement Accounts A Guide for Plan Sponsors Merrill Lynch E-Contribs for Small Business Retirement Accounts enables you to make electronic contributions to
More informationUNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide
UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide Step 1: Login Process 1. Visit the UG-Research Management Application Portal (UG-ReMAP) to initiate your
More informationWealthCare Administration System
WealthCare Administration System Employer Enrollment Manager Guide Enrollment manager is a powerful tool that provides employer users with increased management and oversight of their enrollment process.
More informationIntegrated Payments: Online Payment Control & Online Payment History Quick Reference Guide
Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide Table of Contents File Summary (Online Payment Control Only)... 2 Payment Statuses... 4 Payments Search... 5 Pending
More informationCentral Provident Fund Board (CPFB) AUTO-EXCEL PLUS USER GUIDE
Central Provident Fund Board (CPFB) AUTO-EXCEL PLUS USER GUIDE Version No : 1.0 Date : 27 January 2011 What You Need to Perform E-Submission via CPF Auto-eXcel Plus: A computer with internet access An
More informationBudget Adjustment Journals (Source Codes 135, 136, 137 & 138)
This document outlines the purpose and process for preparing budget entries, which facilitate financial reporting and compliance management for sponsored research. Purpose of Budget Adjustment Journals
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 informationReconcilers & Verifiers Manual
phot Reconcilers & Verifiers Manual Table of Contents Department Users... 1 Overview... 1 Occurrence... 1 General Information... 2 Reconciliation of Bank Charges... 3 Navigate to the Reconcile Statement
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 informationIntroduction to Client Online
Introduction to Client Online Bibby Factors International Guide 1 InternationalFactoringNewClientBibbyUKopsSept15 Introduction 3 Logging In 5 Welcome Screen 6 Navigation 7 Viewing Your Account 9 Invoice
More informationFAST Budget Budget Transfers
FAST Budget Budget Transfers User Guide Millennium FAST The user guide was created using FAST Version 4.2.18 CSU FAST 4.2.18 BUDGET TRANSFER User Guide v0.4.docx (FOAP = FUND ORGANISATION ACCOUNT PROGRAM)
More informationIntroduction to Client Online
Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome
More informationMaintaining Budget Change Requests
Maintaining Budget Change Requests This document describes the functions used in TEAMS to enter and approve requests to move funds from one General Ledger account to another. In this document: Request
More informationIntroduction to Client Online
Introduction to Client Online Construction Finance Guide ConstructionFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging
More informationBlackBoard Analytics SSRS (Web Reports) User Manual September 2017
BlackBoard Analytics SSRS (Web Reports) User Manual September 2017 BlackBoard Analytics SSRS Financial Reports When the link for the BlackBoard Analytics SSRS Financial Reports is opened, the user will
More informationCertifying Mortgages for Freddie Mac. User Guide
Certifying Mortgages for Freddie Mac User Guide December 2017 The Freddie Mac Single-Family Seller/Servicer (Guide) requires a Seller/Servicer selling Mortgages to Freddie Mac to forward the Notes, assignments
More informationServicer REAM Deficiency Billing System (SRDBS) User Manual. September 2014 V3.0
Servicer REAM Deficiency Billing System (SRDBS) User Manual September 2014 V3.0 2014 Fannie Mae. Trademarks of Fannie Mae. 9.26.2014 Table of Contents PURPOSE... 3 OBJECTIVES... 3 ACCESSING SRBDS 3.0...
More informationSecurities Lending Reporting. Submitting Borrowed, Loaned and Committed Securities information via ASX Online
Submitting Borrowed, Loaned and Committed Securities information via ASX Online USER NOTES MAY 2016 CONTENTS Overview This guide gives an overview of the securities lending reporting facility to Participants
More informationP&C Rate Data Collection and Management System. PCRDCMS Rate Collection User Manual
State of Florida Department of Financial Services Office of Insurance Regulation P&C Rate Data Collection and Management System (PCRDCMS) PCRDCMS Rate Collection User Manual Author: Vendor: Version: Jon
More informationDirect Debit Service Administration Memo for the Company 7 April 2014
I. Definitions Direct Debit Service Administration Memo for the Company 7 April 2014 direct debit means a payment method for regular payments in consideration for provided services. Agreement means a direct
More informationBudget Workbook for Agencies Job Aid
Budget Workbook for Agencies Job Aid The process flow below outlines the steps which need to be completed in order for the Budget Definition to become a Budget Contract. Agency Supplier Budget Definition
More informationAtradius Atrium. July version 3.0. Atradius Atrium. User manual. Atradius Atrium - User Manual Version 3.0
July 2018 - version 3.0 User manual 1 - User Manual Version 3.0 Drive your business forward with powerful, easy-to-use credit management tools is the Atradius online platform, which offers you one place
More informationPerform this procedure to plan adjustments to the unrestricted budget either during the Annual Development or during a Quarterly Confirmation cycle.
Introduction Process and Trigger Perform this procedure to plan adjustments to the unrestricted budget either during the Annual Development or during a Quarterly Confirmation cycle. Prerequisites Budget
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 informationUsing FastCensus for Plan Sponsors
Using FastCensus for Plan Sponsors FastCensus is a secure, online tool for Plan Sponsors to access, edit, validate and submit census data to their Third Party Administrator for the purposes of year-end
More informationBUDGET IMPORT TEMPLATE
BUDGET IMPORT TEMPLATE This video will explain and show how to import budget journals in PeopleSoft using the Excel template. Importing will allow you to easily and quickly create budget transfers and
More informationUser Manual How to Submit an Online Research Proposal
2013/ 2014 National Health Research Database User Manual How to Submit an Online Research Proposal Document prepared and published by Health Systems Trust 34 Essex Terrace, Westville, 3630 Tel: +27 (0)31
More informationFunding Swaps and Lump Sum Payments
Funding Swaps and Lump Sum Payments VERSION: 7/24/2014 Table of Contents Understanding Commitment Accounting 2 Using the Funding Grid 8 Understanding Funding Information on epar Forms 13 Entering a Funding
More informationFiscal Year End: Manual PO Rollover
Fiscal Year End: Manual PO Rollover PO encumbrances on all budgets, except for grants budgets, must have the encumbered amount moved from the previous fiscal year budget to the new fiscal year budget.
More informationBudgetPak Budget Development Process Phase II
BudgetPak Budget Development Process Phase II Overview This guide contains instructions on how to complete the FY08 Operating Budget Phase II Reallocation Process using BudgetPak. To further aid, BudgetPak
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 informationScheme Management System User guide
Scheme Management System User guide 20-09-2016 1. GETTING STARTED 1.1 - accessing the scheme management system 1.2 converting my Excel file to CSV format 2. ADDING EMPLOYEES TO MY PENSION SCHEME 2.1 Options
More informationCSV Import Instructions
CSV Import Instructions The CSV Import utility allows a user to import model data from a prepared CSV excel file into the Foresight software. Unlike other import functions in Foresight, you will not create
More informationANZ TRANSACTIVE GLOBAL QUICK REFERENCE GUIDE PAYMENTS
ANZ TRANSACTIVE GLOBAL QUICK REFERENCE GUIDE PAYMENTS TYPES OF PAYMENTS IN ANZ TRANSACTIVE GLOBAL Payment Type Account Transfer Domestic Payment International Payment Domestic Salary Payment International
More informationUser Manual Section 5 Drawdown Module. Drawdown Module
Drawdown Module 5. Drawdown Module... 5-1 5.1 Overview of Drawdown Module... 5-1 5.1.1 Overview of the Voucher Process... 5-1 5.1.2 Glossary of Drawdown Module Terms... 5-2 5.2 Grantee User Tasks... 5-4
More informationBudget Transfer Upload Quick Guide
Budget Transfer Upload Quick Guide Version 1.0 May 2015 FAMIS Services The Texas A&M University System 2015 The Texas A&M University System All Rights Reserved Introduction The development of this new
More informationPCGENESIS FINANCIAL ACCOUNTING AND REPORTING (FAR) SYSTEM OPERATIONS GUIDE
PCGENESIS FINANCIAL ACCOUNTING AND REPORTING (FAR) SYSTEM OPERATIONS GUIDE 4/1/2011 Section A: Budget Account Master Processing, V2.1 Revision History Date Version Description Author 04/1/2011 2.1 11.01.00
More informationCAMRADATA Live Bespoke Benchmark Tool Options
CAMRADATA Live Bespoke Benchmark Tool Options 1 In order to create a working Infosheet in the CAMRADATA Database, you first need to select a benchmark from our predefined list in order to link the benchmark
More informationCABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits
CABS New Employee Benefits Enrollment Guide Coventry Corporate Benefits Table of Contents Overview Initial Login Screen Welcome Screen Personal Information screen (Adding Dependents and Beneficiaries)
More informationHow to Pay Your UC Berkeley BFS Account Online by echeck
University of California, Berkeley How to Pay Your UC Berkeley BFS Account Online by echeck Step-by-Step Guide for Non-Student Customers Robert Cannon 2014 Last Updated: 09-29-14 Table of Contents Overview...
More informationPCGENESIS FINANCIAL ACCOUNTING AND REPORTING (FAR) SYSTEM OPERATIONS GUIDE
PCGENESIS FINANCIAL ACCOUNTING AND REPORTING (FAR) SYSTEM OPERATIONS GUIDE 9/3/2015 Section A: Budget Account Master Processing, V2.5 Revision History Date Version Description Author 9/3/2015 2.5 15.03.00
More informationOfficeweb Adviser Charging. User Guide
Officeweb Adviser Charging User Guide 1 INTRODUCTION... 3 PROVIDER FACILITATED CHARGE... 4 How to add a Provider Facilitated Charge Initial Fee... 4 How to add a Provider Facilitated Charge - On-Going
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 informationShared: Budget Adjustments Import
Shared: Budget Adjustments Import User Guide Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium
More informationGuide to setting up pay periods
Guide to setting up pay periods PM00104.0416/2 Within this document you will find instructions for creating new pay periods and amending existing pay periods including week 53. We have used the 2015/2016
More informationPerform this procedure to plan adjustments to the unrestricted budget either during the Annual Development or during a Quarterly Confirmation cycle.
Introduction Process and Trigger Perform this procedure to plan adjustments to the unrestricted budget either during the Annual Development or during a Quarterly Confirmation cycle. Prerequisites Budget
More informationOPERATING REPORTS HANDBOOK
OPERATING REPORTS HANDBOOK First Edition Office of Budget and Finance Accounting and Financial Reporting Contact Information: reporting@utdallas.edu Table of Contents Table of Contents... i Getting Started
More informationClient User Guide - Claims. March 2014 Edition
Client User Guide - Claims March 2014 Edition Table of Contents WELCOME TO COVERAGEDOCK... 3 Using This Manual... 3 Technical Support... 3 System Setup... 3 REPORT A CLAIM... 4 First Notice of Loss (Screen
More informationBudget Development in BannerWeb
Budget Development in BannerWeb BannerWeb can be accessed directly from the Middlebury College and MIIS homepages, which bring you first to Banner Self-Service. Or from your web browser, type go/bw. Login
More informationHow to Journalize using Data Entry
Steps Essential to Success 1. Print a copy of the Problem you intend to complete. To do so, go to the software log-in page and click on Download Student Manual button, click on the Problem to open it.
More informationMASTER SCHEDULING GUIDE TO CREATING CREDIT RECOVERY SECTIONS IN PERIODS 50-75
MASTER SCHEDULING GUIDE TO CREATING CREDIT RECOVERY SECTIONS IN PERIODS 50-75 USER GUIDE ON CREATING CREDIT RECOVERY SECTIONS IN MISIS Per LAUSD MEM-6733.1 Credit Recovery Program Opportunities, all schools
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 informationCreating a PO with a Future Date
Creating a PO with a Future Date Core-CT allows you to create a PO with a future date. This functionality can be used when creating a PO that is associated with a contract that is future dated or during
More informationServicer Loan Number Change Request Process
Servicer Loan Number Change Request Process & Purpose In order to support scenarios in which servicers have changed Servicer Loan Numbers in their servicing system and loans had previously been reported
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 informationPennERA Proposal Development v13 Upgrade
PennERA Proposal Development v13 Upgrade August 26, 2015 August 2015 PennERA Upgrade 1 Agenda Key changes Predictive text searches Complex projects capability Change upload file names New interface demonstration:
More informationChapter 17 School Cash Catalog
Chapter 17 School Cash Catalog In Palm Beach County, schools have the ability to accept online payments from parents, guardians, other relatives, and members of the public. Acceptable methods of payment
More informationSTUDY PLANNER STUDENT SUPPORT GUIDE
GLOBAL MOBILITY STUDY PLANNER STUDENT SUPPORT GUIDE Table of Contents Summary of Subject Approval Process... 3 Getting Started... 4 Student Homepage... 5 Creating a Draft Exchange Plan... 6 Exchange Plan
More informationApproving/Denying Emergency Loans
PATH: CAL Components > Forms > GTeForms This job aid will cover how to Approve or Deny an Emergency Loan. Approving/Denying Emergency Loans Some people may only be able to View a Loan. Others with the
More informationHomePath Online Offers Guide for Selling Agents
HomePath Online Offers Guide for Selling Agents 2012 Fannie Mae. Trademarks of Fannie Mae FM 0912 1 Table of Contents Introduction...3 Online Offers User Support...3 Your Account...4 Registering on HomePath.com...4
More informationANZ TRANSACTIVE GLOBAL PAYMENTS USER GUIDE
ANZ TRANSACTIVE GLOBAL PAYMENTS USER GUIDE May 2018 CONTENTS Introduction 4 About this guide... 4 Online Help... 4 Online Resources... 4 Further Assistance... 4 Payments 5 Overview 5 Payments menu options...
More informationBUDGET PREPARATION & MAINTENANCE SYSTEM EXPERIENCED USER MANUAL FY 2019 WORKING BUDGET
BUDGET PREPARATION & MAINTENANCE SYSTEM EXPERIENCED USER MANUAL FY 2019 WORKING BUDGET Office of the Vice President Administration & Finance UNIVERSITY OF MARYLAND OFFICE OF THE VICE PRESIDENT-ADMINSTRATION
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 informationWeb Benefits Admin User Guide
Web Benefits Admin User Guide. Table of Contents Navigate to Web Benefits... 3 Accessing Employee User Accounts... 4 Employee profile... 4 Active coverage... 5 Event history... 6 Family... 6 Adding a New
More informationCoeus Premium. Proposal Development. Exercise Guide Day 2. IS&T Training
Coeus Premium Proposal Development Exercise Guide Day 2 IS&T Training Page 2 Coeus Premium : Proposal Development Exercises for Day 2 LESSON 5: EXERCISE 1... 5 OPEN A PROPOSAL FOR MODIFICATION...5 LESSON
More informationBanner Budget Reallocation Step-by-Step Training Guide. Process Opens March 12 and Closes April 5PM
Banner Budget Reallocation Step-by-Step Training Guide Process Opens March 12 and Closes April 20th @ 5PM 1 Sign in to the CC Single Sign-In System Click on Banner 2 Select Finance from either the tabs
More informationGettin Ready for Hyperion
Gettin Ready for Hyperion Presented by: Jay Chapman, M.A., University Budget Analyst July 11, 2014 Objective Become familiar with the different types of budgets and funding sources. Understand the chart
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 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 informationPlan Sponsor User Guide
Plan Sponsor User Guide Getting Started with PensionEdge Plus This guide is designed to provide you with a quick understanding of the many features of the PensionEdge Plus portal. The portal allows you
More informationCOMBO CODES USER GUIDE
COMBO CODES USER GUIDE If you have questions about information in this user guide, please contact Financial Reporting and Accounting Services. TABLE OF CONTENTS Background... 1 Create a Combo Code... 2
More informationApprover The NAU employee that has been assigned the responsibility for monitoring and approving PCard activity for assigned Reconcilers.
PCard Reconciliation Overview Definitions Reconciliation Process Search for Transactions Description of Billing Tab Description of the Transaction Tab Adding Use Tax through Purchase Details Overview PCard
More informationUCAA Expansion Application Insurer User Guide December 2017
UCAA Expansion Application Insurer User Guide December 2017 2017 National Association of Insurance Commissioners All rights reserved. Revised Edition National Association of Insurance Commissioners NAIC
More informationVersion 1.0 / January GRIP Channels User s Manual
Version 1.0 / January 2013 GRIP Channels User s Manual Table of Contents 1 INTRODUCTION... 5 2 COMMON FEATURES... 5 2.1 SEARCHING FOR A RECORD...5 2.1.1 Basic Search Field Reference...6 2.1.2 Basic Search
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 informationUser Manual How to Submit an Online Research Proposal to Provincial Health Research Committee (PHRC) National Health Research Database
2017 National Health Research Database User Manual How to Submit an Online Research Proposal to Provincial Health Research Committee (PHRC) Document prepared and published by Health Systems Trust 34 Essex
More informationPortal Pensions User Guide
Portal Pensions User Guide Version 1.00 May 5, 2017 Table of Contents Introduction... 2 New Pension Plan Registration... 3 Require Initial AVR/CC... 25 Pension Plan Details... 25 Actuarial Valuation Report
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 informationANZ ONLINE TRADE TRADE LOANS
ANZ ONLINE TRADE TRADE LOANS USER GUIDE ADDENDUM October 2017 ANZ Online Trade Trade Loans User Guide NEW TRADE LOANS 1 ANZ Online Trade Trade Loans User Guide October 2017 NEW TRADE LOANS... 3 Buttons...
More informationLoan Servicing Data Utility (LSDU) User Guide 10/15/2018
Loan Servicing Data Utility (LSDU) User Guide 10/15/2018 Contents Contents LSDU Overview... 3 Benefits... 3 Browser Requirements... 3 Support... 3 Logging into LSDU... 4 LSDU Navigation... 5 Search Tabs...
More informationAllocating cost centers to invoice reference numbers and franking licence numbers Guide to cost manager online service
Allocating cost centers to invoice reference numbers and franking licence numbers Guide to cost manager online service Issued: June 2015 1 Table of contents 1 Introduction 3 1.1 Who is this guide for?
More informationPriceMyLoan.com Broker s Guide. Revision 0705
PriceMyLoan.com Revision 0705 PriceMyLoan Introduction... 3 Create a New File... 4 Upload a Fannie Mae File... 5 Upload a Calyx Point File... 5 Loan Request Interface... 6 Loan Officer Info... 6 Credit
More informationReference guide for small businesses
Small Business Superannuation Clearing House Reference guide for small businesses Contents Employer registration initial registration 2 Employer registration finalising registration 13 Employer default
More informationMYOB Exo Employer Services
MYOB Exo Employer Services Payday Filing Last modified: 18 March 2019 Contents Payday Filing 1 Setting up Payday Filing 1 Registering for Payday Filing... 1 Setting up Exo Payroll... 2 Processing Payday
More informationQUICKSUPER. A how-to guide
QUICKSUPER A how-to guide April 2017 1 Contents Page How to register for QuickSuper 4 How to set up your account 6 How to make a payment 10 CSV file specifications 12 How to view new default fund member
More informationKey Summary of the E-Filing Process Step 1. Sign Up / Sign In Sign Up : Sign In :... 6
Table of Contents Key Summary of the E-Filing Process... 3 Step 1. Sign Up / Sign In... 5 1.1 Sign Up :... 5 1.2 Sign In :... 6 Step 2. Download Spreadsheet CT & ixbrl A/c / Co. House / VAT... 7 Step 3.
More informationSOARFIN Training Manual Procurement Card Cardholder, Reconciler
SOARFIN Training Manual Procurement Card Cardholder, Reconciler Document filename SOARFIN Training Manual Procurement Card Cardholder Reconciler.docx Document Version 1.05 Last Modified 6 20 2018 Overview
More informationOregonSaves Employer Handbook
OregonSaves Employer Handbook A Guide to Your Role and Responsibilities October 2017 OregonSaves is overseen by the Oregon Retirement Savings Board. Ascensus College Savings Recordkeeping Services, LLC
More informationGrants Administration Office. Space Telescope Grants Management System (STGMS) STGMS User Guide
Grants Administration Office Space Telescope Grants Management System (STGMS) STGMS User Guide June 2018 Table of Contents Introduction... 3 Section 1: Login... 4 Section 2: Navigating STGMS... 5 Section
More informationClassification: Public ANZ TRANSACTIVE AU & NZ USER GUIDE
Classification: Public ANZ TRANSACTIVE AU & NZ USER GUIDE 08 2015 CONTENTS INTRODUCTION... 3 PAYMENTS... 5 About Payments in ANZ Transactive AU & NZ... 5 Domestic Payments... 7 Single Payments... 8 Payment
More informationData Validation Messages
Hyperion ALLFUND User s Manual Developed by the Budget Office Published Contents Data Validation Messages... 3 Accessing the Budget Entry Forms... 5 E&G Budget Entry... 7 Carryforward Budget Entry... 11
More informationNEST Pension File Creation
NEST Pension File Creation Introduction... 2 NEST configuration... 3 Company configuration... 3 Employee Details configuration... 3 NEST Enrolling Workers... 4 Create a NEST Enrolling Workers file:...
More informationOPERATING REPORTS HANDBOOK
OPERATING REPORTS HANDBOOK Second Edition Office of Budget and Finance Accounting and Financial Reporting Contact Information: reporting@utdallas.edu Table of Contents Table of Contents... i Getting Started
More informationFinancial Advisory Services & Training Financial Services Department
Work Instruction Uploading CC and IO Plans to FIS KP06,KPF6 When to Use Steps Use this procedure to upload plan for Cost Center or Internal Order into FIS. Plans can be either: 1. Uploaded into FIS by
More information