You can create budget journals in the UGA Budget Management System. Once they are saved in Pending status, you can export them. They can then be loaded into a specially designed spreadsheet to be loaded into the UGA Financial Management System.
Technical Requirements:
In order to use the UGA Budget Management Budget Spreadsheet, you must have the most recent version of the Spreadsheet and of the Smart View program installed on your computer. To obtain both of these files, you can contact the OneSource Service Desk at onesource@uga.edu or at 706-542-0202.
Once you have the correct files, there are several steps that you must complete to successfully submit your budget journals. Some are done in the UGA Budget Management System and some in the UGA Financial Management System.
UGA Budget Management System:
- Setting Preferences - A one-time setup in the system to prepare to create and export budget journals
- Reviewing Data - Reviewing your budget information to find where budget amendments are needed
- Creating Transactions
- Creating a Detailed Expense Amendment
- Creating a Detailed Revenue Amendment
- Creating a Summary Expense Amendment
- Creating a Summary Revenue Amendment
- Reviewing and Modifying a Pending Amendment
- Creating and Loading the Budget Journal Spreadsheet
UGA Financial Management:
Once you have loaded the Budget Journal Spreadsheet, you need to perform these steps in the UGA Financial Management System.
- Importing a Budget Journal Spreadsheet - Import the spreadsheet into the UGA Financial Management System
- Submitting an Uploaded Journal for Approval - Review and submit the journal into the approval workflow