Working with Budget Journals

Summary

Working with Budget Journals

Body

***  HYPERION WILL BE DECOMMISSIONED AS OF AUGUST 30, 2024. THESE TRAINING MATERIALS WILL BE UPDATED ONCE THE NEW BUDGET MANAGEMENT AND PLANNING SYSTEM IS LIVE. ***

   Overview   

A budget journal is how you do a budget transaction.  You will use a budget journal if you are moving money for budgeting purposes between accounts/funds/budget lines.  Budget journals are for new funds, while budget transfers are to transfer existing money.  This would be used for things that impact budgets or budget checking.

 

Course Description: A course covering how to manage your budgets using tools found in the UGA Financial Management and UGA Budget Management Systems. Topics include creating, reviewing, and submitting online and spreadsheet budget journals and budget transfers.  Course formerly known as Working with Budget Journals.

Course Format: Interactive Webinar, Recorded, Self-Service in the OneSource Training Library.

 

Course Materials

Working with Budget Amendments Presentation

 

Course Recording

Working with Budget Journals Video (previous version of the course recorded June 2018, covers budget amendments in the UGA Financial Management System)

Working with Budget Amendments in the UGA Budget Management System Add-On Video (covers budget amendments in the UGA Budget Management System)

Working with Budget Amendments Full Course Video (recorded webinar session covering material from both the Budget Journals course and the new add-on material)

 

Course Resources

Budgeting Revenues and Expenditures - Guidelines by Fund - Excel and PDF formats

 

  1. Budget Journals in the UGA Financial Management System
  2. Budget Journals in the UGA Budget Management System
  3. Approving GL Journals and Budget Journals
  4. Additional Budget Journal Topics

Details

Details

Article ID: 148707
Created
Sat 9/24/22 10:52 PM
Modified
Mon 8/19/24 4:03 PM