1. Using the District Accounting System
Part 5:
Managing Budgets

2. Objectives for Managing Budgets
At the end of this section you will:
Understand how to complete the budget template
Understand the requirements for budget submission
Be able to verify that World Headquarters uploaded the budget properly into the district accounting system
Be able to view the dashboards for actual vs. budget reporting

3. System Demonstration Review the budget template
View budget vs. actual reports

4. Sample Letter

5. Things to Remember
The district executive committee should all work on the budget together
The treasurer should understand the codes budgeted to so that the coding for actual transactions is accurate and will support effective budget to actual reporting

6. Budget Submission
After the district executive committee approves the budget, submit it to by September 30 or access to the reserve may be denied
the excel file
Scan and the signed Summary and Narratives pages
The district council must approve the budget by December 1

7. Resources
District Finance Corner website:
On this site you will find the following:
The district accounting system user guide
The recordings of the district accounting software training webinars
The Annual Budget Template
Or / call your questions to:
| , ext. 410