Monthly Budget Spreadsheet Lesson


In this lesson you will learn how to do the monthly budget spreadsheet.

 

Navigation: There are multiple menu paths for this procedure.  This lesson will use the Budget menu path. 

 

Accounting > Inquiries & Reports > Budget Reports > Monthly Budget Spreadsheets > Monthly Budget Spreadsheet

 

OR

 

Budget > Inquiries & Reports > Budget Reports > Monthly Budget Spreadsheets > Monthly Budget Spreadsheet


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Budget link.

    Step 2
  3. Click the Inquiries & Reports link.

    Step 3
  4. Click the Budget Reports link.

    Step 4
  5. Click the Monthly Budget Spreadsheets link.

    Step 5
  6. Click the Monthly Budget Spreadsheet link.

    Step 6
  7. Choose the appropriate version by clicking the check box next to it.  

     

    For this lesson click the NIS0001 option.

    Step 7
  8. Click the Select button.

    Step 8
  9. Click the Data Selection option.

    Step 9
  10. Click the Submit button.

    Step 10
  11. Warning: Do not change the Left Operand field on any existing data selection lines.

     

    Leave the first two rows (Object Account and Ledger Types) as is.

    Step 11
  12. Click the Right Operand list of the third row (Agency Number).

    Step 12
  13. Click the Literal list item.

    Step 13
  14. Enter the three digit agency number into the Literal Value: field. 

     

    For this lesson enter "065".

    Step 14
  15. Click the OK button.

    Step 15
  16. If applicable complete the following:

     

    In the fourth row (Agency Division), complete the following:

       Right Operand - enter the 3-digit division number

     

    In the fifth row (Program Number), complete the following:

      Right Operand - enter the 3-digit program number

     

    In the sixth row (Agency Subprogram), complete the following:

      Right Operand - enter the subprogram number  

     

    In this lesson we are not going to complete any of these rows.

    Step 16
  17. Click the OK button.

    Step 17
  18. The Processing Options allows you to enter the Fiscal Year.  

     

    In this lesson we are not going to change the Fiscal Year.

    Step 18
  19. Click the OK button.

    Step 19
  20. To run the report in CSV format click the Document Setup tab.

    Step 20
  21. Make sure the CSV (Comma Delimited) box is selected.  It should be selected by default.

    Step 21
  22. Click the OK button.

    Step 22
  23. Click the Close button.

    Step 23

To view the report you will need to go to View Job Status.  For more information go to the Reports Lesson under the System Basics work instructions.

 

You have successfully completed this lesson.

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