FY2016 Budget Collection. Software Instructions

Transcription

1 FY2016 Budget Collection Software Instructions Due Date: June 1, 2015 IT Team: Data Management & Analysis Phone: (802) Fax: (802)

2 Table of Contents System Requirements... 1 Starting the Application... 1 Technical Support... 1 Main Menu... 2 Application Instructions/Data Submission... 2 Reports... 3 Data Entry... 3 Enter/Edit Budget Expenditures and Revenues... 3 Reports... 4 Print Current Year Budget Report... 4 Print Comparison of Current and Past Budget Submissions... 4 Data Submission... 4 Use the Make Budget Data file to produce the csv file... 4 EFT File Transfer... 5 Print Signature Page... 8 FY2016 Budget Software Instructions i

3 System Requirements Adobe Acrobat Reader (Free Download - Starting the Application This year the Budget Data Collection will be done through an excel spreadsheet template. You will need to create a folder on your C:\ drive titled C:\budget. Data files will be submitted via a secure file transfer so be sure to look at those instructions. The template can be used with a version of Excel 2007 or later, earlier versions of excel may work, but would not be supported. Technical Support Assistance with the data entry application: Call (802) Assistance with data reporting questions: Call (802) FY2016 Budget Software Instructions 1

4 Main Menu After opening the excel template please go to the tab labeled Cover. You will need to select the organization that you are working on. Please note that the template produces a.csv file for AOE to upload, the template itself does not save your information in excel you can either use the csv file, which does convert nicely to excel, or you may save a copy of the template with a different name to an archive area. Application Instructions/Data Submission Make Budget Data File This button creates the budget file that will be uploaded to the AOE secure server. The csv file will be written to the directory C:\budget (you need to create that folder). In the above example for T254, the file will be named T254FY16BUDGET.CSV Print Signature Page Click to select your LEA and print the required cover page. Print the Signature/Cover Page. Please note that the signature page needs to be signed by the superintendent and submitted to the AOE. FY2016 Budget Software Instructions 2

5 Reports Print Current Year Budget Report This button allows you to print a report of all data entered for your districts. You may print a report at any stage of data entry. You may find it helpful to print this and use it as a worksheet from which to do your data entry. You will need Adobe Acrobat Reader to print this report. Print Comparison of Current and Past Budget Submissions for Entered LEAs This report is provided for your information only. You will need Adobe Acrobat Reader to print this report. Data Entry Enter/Edit Expenditure Data This button allows you to enter expenditure data into a setup district template. Enter/Edit Revenue Data This button allows you to enter revenue data into a setup district template. Enter/Edit Budget Expenditures and Revenues To navigate to either Expenditures or Revenues please just select the appropriate button on the cover sheet based on whether you are working on expenditures or revenues. FY2016 Budget Software Instructions 3

6 The excel spreadsheet simply requires that you enter the monetary amount into the amount column corresponding with the correct expenditure or revenue. In the case of circled expenditure, we are reporting function 1000, DIRECT INSTR-EXCEPT TECH CTR TUITION, for more information on the meaning of these descriptions please see the Reporting Instructions. T119 Manchester and T238 West Windsor will now enter their ACT144 Expenditure information here by selecting ACT144 as the Fund. Reports Print Current Year Budget Report Select the Print Current Year Budget Report button. A screen with Districts on the top will appear. Double click on your LEA and then click OK to print reports for the selected district. Print Comparison of Current and Past Budget Submissions Select the Print Comparison of Current and Past Budget Submissions for Entered LEA s button. A screen with Districts on the top will appear. Double click on your LEA and then click OK to print reports for the selected district. Data Submission Use the Make Budget Data file to produce the csv file. You will need to create a folder on your C:\ drive titled C:\budget. FY2016 Budget Software Instructions 4

7 EFT File Transfer To Download 1. Go to: 2. Enter your username and password. FY2016 Budget Software Instructions 5

8 3. Folders will appear containing files for download. Double click on a district 4. Double click into the From AOE folder. 5. Select your file for download and click to download your file. Click Save File. The file will go to your down loads folder. Or click Open and save the file from there. To Upload 1. Go to: 2. Enter your username and password. 3. Folders will appear containing files for download. Double click on a district 4. Double click into the To AOE folder. 5. Click Upload, then click browse 6. Select your file. Please note you will have to upload each file individually. FY2016 Budget Software Instructions 6

9 7. Select your file and click Open, or double click on file to select. 8. Click Upload. FY2016 Budget Software Instructions 7

10 Print Signature Page Click to get to a screen to select your LEA. Review and original signature by your superintendent is required. Signature stamps will not be accepted. Send page to AOE. FY2016 Budget Software Instructions 8