Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas INTRO Budget Development 2.0 Education Solutions Development, Inc.

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Session Overview Starting Budget Process Budget Entry Online Entry screen Import from Excel Sheet Transfer Payroll Budget from Payroll/HR Budget Review Roll Budget to General Ledger Budget Amendments Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Starting Budget Process Part of Accounts rollover/creation process Multiple options to set up staring budget Finance Build New Year Accounts - batch process Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Online Budget Entry Based on Responsibility Group or Account Elements Account Security Export to Excel Sheet in format used by Budget Import Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Online Budget Entry Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budget Import Two formats, one simple and the other one using export file from the Budget Entry screen Option to Create Missing Accounts Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Payroll Benefit Transfer – Batch Process Based on the current year or previous year based on if position control has been rolled forward Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Payroll Salary Budget Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Payroll Salary Budget Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Payroll Benefit Transfer – Batch Process Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Payroll Benefit Budget Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Payroll Benefit Budget Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Open Positions – Salary and Benefits (In progress) Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budget Review – Budget Details Report Summary by Account Elements or Detail Report by Account User defined Filters, Grouping and Page Break %age Increase/Decrease compared to previous year budget or actual Last 2 year budget and actual or last year budget and prior 3 years actual Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budget Review – Budget Details Report Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budget Review – Budget HR/Salary Details Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budget Rollover to GL – Batch Process Budget Development 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budget Amendments Roll Forward from Previous Year Encumbrances Budget - Roll Forward Purchase Orders – Batch process Remaining Budget – Roll Forward Reaming Budget – Batch Process Budget Amendments in the current year Budget Transfers Budget Revisions Online Batch – Budget Import – Batch Process * Both online and batch budget revisions entry allow automatic creation of the missing accounts. Budget Development 2.0