Budget Entry using MUNIS EXCEL RIBBON

Nick ClarkAnderson County Board of Education

Budget Entry using MUNIS

EXCEL RIBBON

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

Required PermissionsBudget

Roles:

General Ledger Roles:

HR Management / Payroll Roles:

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.

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.

Handout can be found athttp://www.acschools.net/kasbo.aspx

Questions