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
Budget > Inquiries & Reports > Budget Reports > Monthly Budget Spreadsheets > Monthly Budget Spreadsheet
Click the State of Nebraska link.Step 1
Click the Budget link.Step 2
Click the Inquiries & Reports link.Step 3
Click the Budget Reports link.Step 4
Click the Monthly Budget Spreadsheets link.Step 5
Click the Monthly Budget Spreadsheet link.Step 6
Choose the appropriate version by clicking the check box next to it.
For this lesson click the NIS0001 option.Step 7
Click the Select button.Step 8
Click the Data Selection option.Step 9
Click the Submit button.Step 10
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
Click the Right Operand list of the third row (Agency Number).Step 12
Click the Literal list item.Step 13
Enter the three digit agency number into the Literal Value: field.
For this lesson enter "065".Step 14
Click the OK button.Step 15
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
Click the OK button.Step 17
The Processing Options allows you to enter the Fiscal Year.
In this lesson we are not going to change the Fiscal Year.Step 18
Click the OK button.Step 19
To run the report in CSV format click the Document Setup tab.Step 20
Make sure the CSV (Comma Delimited) box is selected. It should be selected by default.Step 21
Click the OK button.Step 22
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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