Here we plan to inform you of any changes in procedures, and news updates, and some articles/blogs on various topics of interest.
When turning in the timesheets for you area, please be aware that these are legal documents. All the information needs to be filled out completely and correctly. When the information is filled out incorrectly, payroll has a much harder task of inputting the information correctly. This can cause employees to be paid a the wrong rate and charge the salary to the wrong department, or not paid at all.
If you have any questions about how to fill out a timesheet with your correct budget information please let Karen Manley know. Her email is firstname.lastname@example.org.
When I first think of Procards, I think of a once a month process to put in chartstrings to PaymentNet so my budget will be charged with charges for the month. But it's more than that. It is a responsibility. It is a responsibility to edit those charges correctly, to make sure the budget has enough for the charges to post, and following all the policies for using the Procard. Taking this responsibility seriously is the first step when receiving the card, and that continues each month you use the card and complete the editing and statement process. This responsibility extends beyond just the cardholder, it also includes any card users. When giving out your card, make sure the card user knows the policies and procedures, including tax-exempt purchases and all the paperwork needed to turn back in with the card including reciepts and BA8.
Any questions regarding Edits and Statements please contact Kim Dennis 56639 and for Budget questions please contact Karen Manley 56372.
"Hmmmm....I can't seem to find my journal entry I saved on my computer, I wonder where I put it?"
Don't you hate when this happens, you are looking for a form, or policy that you know you saved your computer, but can't figure out where you put it. Good News!! The Budget Website is here to help! Any of the budget forms, grant forms, or just general information is at your fingertips. Saving the Budget Website to your favorites is a good way to have it when you need it. It is a fountain of information for budget users. It has forms, policies, up coming training dates..and much more that is intended to make searching for this information easy and user friendly.
Your opinion is very important to use, so please let us know if you have any suggestions, or feedback.
We are coming to that time of the year where knowing how much you have left in your budget and what you are planning to spend becomes very important. This is when it is vitally important to figure out what resources you need and how to achieve this. One way to keep track of what you have spent so far is running Financial Reports in PeopleSoft. These reports can give you a snapshot of what is happening with your budget at that exact moment. Anything in process (except ProCard) will be included in your expenses.
PeopleSoft Financials was upgraded in May 2010. Documentation has been updated to show users the directions on how to set up new reports, access already created reports, or just look up your balances. Please check these out on the Running PeopleSoft Financial Reports page.
Thank You all for all you do! Please let us know if you have any questions or problems!
Managing a Project Grant can be very stressful and overwhelming. The cost of people, equipment and supplies on top of making sure the project is progressing like it was intended can feel like more than one person can handle. We can offer budget training of running PeopleSoft reports, how to read budget reports, and general budget questions.
Feel free to contact Karen Manley at email@example.com with any questions or problems.
How do you keep track of your budget? Do you eyeball it? Do you have a file with invoices and receipts that you refer back to? Having a system to keep track of what has been spent and what remains is vitally important in managing a budget. There are many ways to manage your budget. Also we will provide basic spreadsheets that might be helpful to use on a daily basis.
"I have journals to turn in, what do I need to turn in with it and who should sign it?"
These are very important questions to ask. When submitting any paperwork to the Budget Office please make sure it has the correct signatures on it, along with backup documentation. Any incorrect signatures and missing documents will delay processing of budget forms until these are corrected.
Backup documents need to be confirmation of a purchase (ie..receipt, invoice) and attached to the paperwork being submitted.
Each area has an approved signer. These are usually Assistant Deans, head of an area, or supervisor who manages a budget line. When paperwork is turned in, we will look for this approval signature. If the signature is not there we will return for a correct signature.