Provided to you as a service by: SGA Budgetary Committee & the SGA Account & Budget Representative 1

Basic Information Beginning Fall 2015, organizations registered through Student Life will have their own online portals through OrgSync. Your organization’s portal will serve as the central contact through which you can communicate and organize with members in your group, as well as other groups around campus. You will also use the “Treasury” section of your portal to conduct transactions with your SGA Funds. OrgSync has a wide variety of uses. These instructions may not be all-inclusive, but they should assist you with the basics. The following slides are meant to guide you through the budget application process as found on OrgSync. 2

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Introduction to OrgSync To begin, visit oklahoma and log in with your university 4x4 and password. This will take you to the University of Oklahoma community page. From here, you can click “Browse Organizations” in the toolbar to find all of the organizations listed at OU. If you select “Student Life,” under the umbrellas menu, you will see a list of all of the portals registered with Student Life. 4

University of Oklahoma Community Page This is the first page that appears when you log into the University of Oklahoma’s OrgSync community. 5

Browsing Organizations The University of Oklahoma Community is subdivided into other “umbrella” communities. Student Government Association and Registered Student Organizations fall under the “Student Life” umbrella. 6

Treasury The “Treasury” section of your portal is where you will create and submit budget applications (in accordance with the proper budget periods) and submit payment requests. The Treasury section is found by hovering over the “More” section in the toolbar with your cursor. A dropdown menu should appear, which includes “Treasury” as an option. 7

Treasury (cont.) The Treasury section contains two different areas: Budgets and Revenue Funds. The Budgets area will be used for creating budget applications. The Revenue Funds area will be used for submitting payment requests. 8

Budget Requests From the Organization’s Portal: 1.Select “Treasury” from the dropdown menu under “More” on the toolbar. 2.Select “Manage Budgets”. 3.Select “New Budget” on the right side of the page. Now you will create your budget application (“request”). Please note, the instructions in this presentation will also appear at the top of the page in the portal when creating a new budget request. Please visit sga.ou.edu for more information about the budget application process and when to apply for funding. 9

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Budget Requests (cont.) 1.Begin by naming your budget. Please state the entire name of your organization (no acronyms) and include the name of the budget period for which you are requesting funding (ie. Boomer Sooners - Primary). 2.Next, select the correct Budget Period for which you are requesting funding from the dropdown menu under "Budget Period." 3.Select a category for your budget item from the dropdown under "Budget Item." Then list the name of the project, event, or item requested. 4.Next, you must select a line item category from the dropdown under "No. Line Item." Then provide a description of the requested line item. 5.Enter the requested amount under "Request a Budget." DO NOT ENTER ANYTHING UNDER "Spend from Revenue Fund." 12

Budget Requests (cont.) 6.Other line items can be added to more accurately reflect the funding request for each budget item. 7.New budget items can be added by selecting "Add Budget Item." Projected dates, estimated attendance, co-sponsorship, and descriptions of events should be included by selecting "Add Summary.“ 8.Once you have finished adding all requested budget items, you may also upload any supporting documentation by selecting the "Upload" button. 9.You may also add any additional comments or questions. 10.Once you have completed this process, click "Submit." Or you may also save to finish later if you wish. 13

Important To Know…  When in doubt, you can always have the SGA Account & Budget Representative check over your forms to make sure you are submitting everything you need.  The SGA phone number is You can always call and get help with your transactions.  The SGA office is in OMU Room 181, which is on the first floor of the Union in the Conoco Student Leadership Center. The front entrance is by the courtyard, south of the Schooner Room in the food court. 14