MUNICIPAL REPORTING SYSTEM. SOE Budget (SOE-B) User Guide June 2017
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1 MUNICIPAL REPORTING SYSTEM SOE Budget (SOE-B) User Guide June 2017
2 Crown copyright, Province of Nova Scotia, 2017 Municipal Reporting System SOE Budget (SOE-B) User Guide Municipal Affairs June 2017 ISBN:
3 Contents How to load SOE-B schedules 1 What s New for 2017/18? 3 SOE Budget has a new look for ! 3 Completing SOE Budget (SOE-B) 4 Getting Started 5 Why do some cells have different colors? 5 Where do I get more information about line items? 7 Why do line numbers look different? 7 Why do I see numbers upon opening SOE-B? And, some numbers don t look correct to me? 8 Information about SOE-B individual schedules 9 Cover Page 9 Non-consolidated General Operating 10 Explanation of Variances in Standard Expenditures Percentage Change (SE) 12 How to Submit SOE-B 13
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5 How to load SOE-B schedules Download SOE-B and click Enable Editing button on top. After enabling editing, click Enable Content button on top to load FIR schedules. SOE Budget (SOE-B) User Guide MUNICIPAL REPORTING SYSTEM 1
6 Once you click the enable content, a loading page will come up and say Loading sheets, please wait. It takes about 10 seconds but it will be worth the wait it s fast once you have the form loaded. The security warning box may appear, select YES to continue. 2 MUNICIPAL REPORTING SYSTEM SOE Budget (SOE-B) User Guide
7 What s New for 2017/2018? SOE Budget has a new look for ! SOE Budget (SOE-B) is more user friendly. You can use Excel functionalities such as calculating numbers in a cell You can provide comments in the form if needed New line numbers you can easily tell which line item you refer to SOE B has more help features. Help tips are embedded in schedules for easy reference Validation checks are presented on a separate sheet SOE B has become a new form after being separated from SOE-Assessment. Old SOE has been divided into two forms. SOE Assessment see SOE-Assessment User Guide for details SOE Budget SOE B has the following two schedules only. NOE Non-consolidated General Operating Fund Estimates SE Explanation of Variances in Standard Expenditures Percentage Change SOE Budget (SOE-B) User Guide MUNICIPAL REPORTING SYSTEM 3
8 Completing SOE Budget (SOE-B) This guide gives you information about how to fill out your SOE-B as quickly and efficiently as possible. To complete your SOE-B: Gather the following reports you need to complete SOE-B. Operating Budget approved by council Final copy of the SOE received from DMA Read Getting Started on the next page. Read What s new for ? on page 3. Review Information about SOE-B individual schedules on page 9. Make sure you submit on or before September 30, Contact your financial analyst at DMA if you have any questions: or MUNICIPAL REPORTING SYSTEM SOE Budget (SOE-B) User Guide
9 Getting Started This new SOE-B has some features that will help you complete your SOE- B. It is recommended that you read this section before you start filling out your SOE- B. Why do some cells have different colours? White protected cells for calculated values, carried forward values or texts Light Blue available for data entry Dark Gray blocked SOE Budget (SOE-B) User Guide MUNICIPAL REPORTING SYSTEM 5
10 Yellow required for data entry Orange available on CR & CE only. You can carry over values from NR&NE by pressing the orange button located on top of CR and CE. Green You will see the content in a separate word document attached to Kathy s . 6 MUNICIPAL REPORTING SYSTEM SOE Budget (SOE-B) User Guide
11 Where do I get more information about line items? Click on cell with red triangle on top corner to get more information on the line item. Then, more information about the line item will appear next to the line. Why do line numbers look different? About Line Numbers: Line numbers are all NEW First 2 letters represent an individual schedule (e.g. NOE Non-consolidated General Operating Fund Estimates) First Number represents Account Type (e.g. 1 Revenue Accounts) For Column B (previous year value), some new line numbers are made up of multiple old Adobe line numbers. Please refer to SOE-B Line Number Mapping if you need help with mapping. For example, NOE on Column B equals the sum of values on Line , , , , , & SOE Budget (SOE-B) User Guide MUNICIPAL REPORTING SYSTEM 7
12 Why do I see numbers upon opening SOE-B? And, some numbers don t look correct to me? Last year s numbers are automatically pre-populated for your convenience. Numbers on Column B are the last year s numbers so they should be the same as the numbers you reported last year. You may notice some numbers look different. As mentioned above, to streamline schedules, a lot of lines are merged into one line. Please refer to the SOE-B line number mapping. 8 MUNICIPAL REPORTING SYSTEM SOE Budget (SOE-B) User Guide
13 Information about SOE-B individual schedules Cover Page Fill Cover Page with your contact information and certify SOE-B by providing Treasurer Name and Budget Approval Date. About Tabs: Tabs are made short to reduce/eliminate scrolling side to side Tab name is an abbreviation for each schedule name (e.g. NOE Non-Consolidated General Operating Fund Estimates) Work on any schedule you want by clicking tabs SOE Budget (SOE-B) User Guide MUNICIPAL REPORTING SYSTEM 9
14 Non-consolidated General Operating Fund Estimates (NOE) Sub Revenue and Expense Totals only You no longer need to report line by line revenue and expense items in SOE-B. NOE collects revenues and expenses by sub category except for five line items, Education, Transfer to correctional services, & Deficit of Regional Housing Authority. DID YOU KNOW? If a deficit incurred last year, Council must include the deficit in the current year budget. 10 MUNICIPAL REPORTING SYSTEM SOE Budget (SOE-B) User Guide
15 Municipal Operating Deficit In NOE, a set of questions is added to obtain deficit information of each municipality. Pre-populated values for last year Last year s numbers are automatically pre-populated for your convenience. You may notice some numbers look different because some lines have been move to different category. Please refer to the SOE-B line number mapping. SOE Budget (SOE-B) User Guide MUNICIPAL REPORTING SYSTEM 11
16 Explanation of Variances in Standard Expenditures Percentage Change (SE) Three new lines including SE9219, SE9235 & SE9243 were added to the existing SE to collect recovery amounts. The recoveries of standard expenditures need to be substracted from total Standard Expenditures. DID YOU KNOW? Only 50% of Environmental Health Services are included in Standard Expenditures. 12 MUNICIPAL REPORTING SYSTEM SOE Budget (SOE-B) User Guide
17 How to submit SOE-B To submit your SOE-B, you need to pass all validation checks programmed in the form. Go to the Validation sheet and click the Validate Form button to see if you pass all the validation checks. Note: this validation list does not get updated real-time so you need to click the Validate Form button every time you want to see if you pass the validation checks. This link will take you to where ever the validation check needs to be passed. When all validation messages are disappeared from your screen, you now can submit the form by clicking the Submit Form either on the cover page or on the Validation sheet. Once you click the Submit Form button, an instruction page will pop up on the screen, which will help you submit your SOE-B successfully. Thank you for submitting the SOE-B! SOE Budget (SOE-B) User Guide MUNICIPAL REPORTING SYSTEM 13
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MUNICIPAL REPORTING SYSTEM SOE Assessment (SOE-A) User Guide August 2017 Crown copyright, Province of Nova Scotia, 2017 Municipal Reporting System SOE Assessment (SOE-A) User Guide Municipal Affairs August
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