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1 Slide 1 How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1 _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Slide 2 What’s New for 2013-2014 Common expenditure code list adopted by SBOA and DLGF. County Council Review Worksheet moved to Gateway. Error Prevention Report added to help officials catch simple mistakes. 2 _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________

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Page 1: Slide 1 tZ [ E Á(} îìíï Program Coordinator -2014 ... · 2 Slide 3 Getting Started: Log -In  3 Slide 4 Getting Started: Log -In 4 _____ _____

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Slide 1

How to Use the Gateway Budgets Application in 2013-2014

Colby Shank

Program Coordinator

June 5, 2013

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What’s New for 2013-2014

• Common expenditure code list adopted by SBOA and DLGF.

• County Council Review Worksheet moved to Gateway.

• Error Prevention Report added to help officials catch simple mistakes.

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Slide 3

Getting Started: Log-In

3http://gateway.ifionline.org

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Getting Started: Log-In

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Slide 5

Select Application

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Select Unit

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Slide 7

Unit Main Menu

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Customize Unit

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Slide 9

Customize Funds

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Customize Funds

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Slide 11

Customize Funds

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Customize Unit

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Slide 13

Customize Revenues by Funds

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Slide 14

Customize Revenues by Funds

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Slide 15

Customize Revenues by Funds

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Customize Unit

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Slide 17

Customize Debts by Funds

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Customize Debts by Funds

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Slide 19

Customize Debts by Funds

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Slide 20

Unit Main Menu

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Slide 21

Budget Form Menu

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Slide 22

Form 1: Budget Estimate

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Slide 23

Form 1: Budget Estimate

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Slide 24

Form 1: Budget Estimate

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Slide 25

Exporting/Printing the Form 1

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Budget Form Menu

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Slide 27

Form 2: Estimate of Miscellaneous Revenue

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Form 2: Estimate of Miscellaneous Revenue

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Slide 29

Budget Form Menu

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Slide 30

Current Year Financial Worksheet

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Slide 31

Current Year Financial Worksheet

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Budget Form Menu

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Slide 33

Debt Worksheet

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Debt Worksheet

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Slide 35

Debt Worksheet

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Budget Form Menu

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Slide 37

Form 4A: Budget Report

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Form 4A: Budget Report

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Slide 39

Budget Form Menu

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Slide 40

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

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Slide 41

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

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Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

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Slide 43

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

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Unit Main Menu

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County Council Review Worksheet

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County Council Review Worksheet

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County Council Review Worksheet

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County Council Review Worksheet

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Slide 49

Budget Form Menu

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Slide 50

Form 3: Notice to Taxpayers

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Form 3: Notice to Taxpayers

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Slide 52

Form 3: Notice to Taxpayers

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Slide 53

Budget Form Menu

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Slide 54

Error Prevention Report

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Error Prevention Report

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Error Prevention Report

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Slide 57

Budget Form Menu

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Form 3: Notice to Taxpayers

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Slide 59

Exporting/Printing the Form 3

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Exporting/Printing the Form 3

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Budget Form Menu

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Budget Form Menu

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Form 1: Budget Estimate

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Budget Form Menu

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Form 4A: Budget Report

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Form 4A: Budget Report

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Slide 67

Budget Form Menu

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Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

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Slide 69

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

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Budget Form Menu

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Slide 71

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

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Form 4: Ordinance/Resolution for Appropriations and Tax Rates

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Slide 73

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

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Form 4: Ordinance/Resolution for Appropriations and Tax Rates

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Budget Form Menu

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Error Prevention Report

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Slide 77

Budget Form Menu

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Form 4: Ordinance/Resolution for Appropriations and Tax Rates

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Slide 79

Exporting/Printing the Form 4

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Slide 80

Signing/Submitting the Forms

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Slide 81

Signing/Submitting the Forms

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Signing/Submitting the Forms

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Signing/Submitting the Forms

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Signing/Submitting the Forms

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Slide 85

Unit Main Menu

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Slide 86

Upload Budget Documents

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Slide 87

Upload Budget Documents

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Upload Budget Documents

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Slide 89

Upload Budget Documents

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Upload Budget Documents

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Slide 91

Gateway Resources

• User Guides

• Info Icons

• Videos

• Email

• Call

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Slide 92

Contact the Department

• Ryan Burke or Colby Shank

• E-mails: [email protected]

• Telephone: (317) 232-3777

• Fax: (317) 232-8779

• Website: www.in.gov/dlgf• “Contact Us”:

www.in.gov/dlgf/2338.htm

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