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FAQs:

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titleQ. We I made a deposit in the prior fiscal year (Account 5xxxx), how come I do not see it in our budget in the next fiscal year?

A. The income statement (5xxxx-8xxxx) does not roll forward each year. The income statement flows into the balance sheet and gets carried forward to the next fiscal year. If you expenses are higher than revenue, you have already spent that money and it is not carried forward via balance sheet. If your Revenue is higher than expenses, you will find the deposit in the beginning balance of 10197 unless the fund is budgeted.

(check the GL & Excel tips training below for detailed explanation)

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titleQ. I reclassed the pcard transactions but don't see it in Banner. Who should I contact?

A. If the transaction is “approved” in US bank, General Ledger (generalledger@spu.edu) will be you best contact.

If the transaction status is showing “Pending”, the transaction is either sitting in your supervisor’s or AP’s approval queue (Check “current pending approver”). The transaction has not been posted to Banner and AP (payable@spu.edu) will be your best contact.

*For pcard reclass correction request, please check if the transaction is posted in banner before emailing GL.

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titleQ. I want How to set up request a new Fund/Org/Activity Code, who should I contact?.

A. See Chart of Accounts (COA) page for more details.

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titleQ. How do I would like to request access to a Fund/Org, how should I request it?

A. Please see instructions on the Budget page - Request Budget Access

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