1. Welcome to Finance Training
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2. Welcome to Business Intelligence Training
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3. Agenda Introductions Fiscal Year SAP Numbering Scheme
Budget and Actual Postings Numbering Scheme
Budget Planning FY2018 Overview
Business Intelligence Training Session
Questions
How to pre-post a budget transfer in SAP

4. Fiscal Year
University’s fiscal year starts on July 1st and ends on June 30th.
We are presently in Fiscal Year 2017.

5. SAP NUMBERING SCHEME

6. Where is Budget and Actual Expenses Posted?

7. Budget – Planning for FY2018

8. Budget – Planning for FY2018

9. Budget – Planning for FY2018

10. 2017-18 BUDGET DEVELOPMENT TIMELINE
Feb - Mar, 2017
Budget and Finance Training Meetings for Financial Managers to review budgets and key finance policies (Feb 8, Feb 22, Feb 23 & Mar 2)
Week of Mar 20th
Departments receive FY2018 Budget request templates
Friday, March 31
Departments return FY2018 Budget requests (department submission)
Friday, April 14
Dean/Director Units return FY2018 Budget request (Dean or AVP submission)
Monday, May 1
President, VPs return FY2018 Budget request (VP or Provost submission)
June, 2017
Budget Hearings with VPs, Deans and Budget and Planning Team Members
President is presented with FY2018 budget recommendations of BPT committee and makes final decisions
June 26-30, 2017
Budget posted to SAP for at 100% of approved request
Passage of the Budget by Legislature and signing by Governor
July, 2017
Board of Governors sets tuition and approves total pool to be divided between the 14 universities
Jul - Aug, 2017
University presents FY2018 Budget to COT for approval
August, 2017
Departments informed of final COT approved budgets

11. Budget Office – webpage

12. Budget Column (expanded)

13. Direct Pay Expenses

14. Budget / Purchasing / Accounting Contacts

15. Questions?

16. How to Pre Post a Budget Transfer