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FAQs:
Q. 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)
Q. There is a transaction I do not recognize, who should I contact?
A. Based on the document type, the following departments will be your best starting point.
INNI (Invoices) - AP (payable@spu.edu)
HGNL (Payroll) - Payroll (payroll@spu.edu)
JE16 (Journal Vouchers) - General Ledger (generalledger@spu.edu)
(See Presentation GL & Excel tips Slide 11 for more details. )
Q. 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.
Q. How do I request access to a Fund/Org?
A. Please see instructions on the Budget page - Request Budget Access
Q. How do I get a document notarized? Does your office have any notary publics?
A. If you have a University business document that requires a notary signature or have questions regarding notarization, contact the Office of Financial Affairs at 206-281-2532 to set up an appointment. The notary assistance is not for personal documents, only for items pertaining to the University.
Q. Do contracts have to be approved by Financial Affairs?
A. The University Contract Review and Approval process can be found HERE.
Q. How do I get information about University liability insurance?
A. Information on the University's liability insurance can be found HERE.
Budget Manager Training (Links):
Budget manager trainings are hosted on the 3rd Friday each month. If you are not on the email list and would like to receive notification, please email budget@spu.edu
Banner & Argos
Budget 101
General Ledger & Excel Tips
Grants