1. FY 2015 Budget
Training Tutorial
Part One
MUNIS Budget Module
Office of Budget Evaluation & Development

2. Tutorial Instructions
• Click your mouse to proceed from slide to slide.
• Slide feature animation to help progress from
step to step
• If you need to go back a step, use the “Up
Arrow” or “Left Arrow” keys
• If you need to go forward a step, use the “Down
Arrow” or “Right Arrow” keys
• Recommended: Print a copy of the Budget
Manual prior to continuing this tutorial (Available
at link above)

3. Overview
• Accessing Budget Entry
• Data Entry
• Reports

4. Accessing Budget Entry
After starting MUNIS, choose “Financials,” then “Budget Processing,” then
“Next Year Budget Entry”

5. Accessing Budget Entry
After starting MUNIS, choose “Financials,” then “Budget Processing,” then
“Next Year Budget Entry”
Projection Number
(Keep at 20151)
Green
Check
(OK) to
Proceed
Budget Level
(Keep at 1)
Go ahead and click on the Green Check or press “Enter”

6. Accessing Budget Entry
After starting MUNIS, choose “Financials,” then “Budget Processing,” then
“Next Year Budget Entry”
Green
Check
(OK) to
Proceed
Account Type:
Revenue (R) or
Expenditure (E)
Enter or Select
Project Code
Enter or Select
Account (Obj) Code
Enter or Select
Division (Org) Code
Access your account group by typing in a Division number in the appropriate
blank and click on the Green Check or hit “Enter”

7. Data Entry
Green Check
(OK) to Save
Changes
Click on “pad and pencil” icon to
edit accounts in table.
Access info
for highlighted
account
FY 2014 Projected
Search
another
account group
FY 2015 Budget
Level 1 (for
Department Entry)
To edit account financials in this screen, click on the “pad and pencil” icon. Edit
the amount in the “2015 DEPT BASE” cell, then hit “tab” to edit the “2014
Projected” cell. Hitting “tab” again takes you to the “DEPT BASE” cell for the
next account. When finished, click on the Green Check to save changes.

8. Individual Data Entry
To work with an individual account, highlight in the table and click “Account Info”
Green Check
(OK) to Save
Changes
Click on “pad and pencil” icon to
edit account information
Tab for
account text
Tab for
account
history (FY
2011 to FY
2014)
Budget Information Cells
(similar to prior versions)
This screen can also be accessed by double-click on an account in the table of the
previous Budget Entry screen. It allows you to edit the account’s text information
and edit financial entries in a format similar to the old Budget Entry screen.

9. Account Text Entry
To edit account text, select the “Text” tab for the account and hit the “pad & pencil” icon.
Green Check
(OK) to Save
Changes
Click on “pad and pencil” icon to
edit text fields
Actual text field
DO NOT USE “NOTES” FIELD!
Any increases in account amounts must have an explanation provided in the
text field for the account, along with select accounts where justification must be
provided with text (such as Travel accounts).

10. Reports from Account Entry
Departments can run summary reports from the Account Entry screen
Print reports
of accounts as
a PDF (to
save, email,
or print hard
copy)
Export into Excel
These buttons allow you to pull your account group into a PDF report or Excel
spreadsheet, for distribution and offline analysis.

11. Reports
To print a budget report, return to the Main Menu, and select “Financials,” then “Budget
Processing,” then “Next Year Budget Reports”
Green Check
(OK) to Save
Changes
Select to modify report features
“Define” to
select
projection and
division to
print report
for.
“Seg-find” to select
projection and define
account range with
advanced features
To create a report, click on “Define” to set projection (20141) and account
group, then click on “Report Options”

12. Reports
To print a budget report, return to the Main Menu, and select “Financials,”
then “Budget,” then “Next Year Budget Reports”
Green Check
(OK) to Save
Changes
Report Type (1 is standard, other
options available)
Budget Level (Select 1)
Sequence
sorting (refer
to Page
MUNIS-6 of
manual)
Percent Change Calculation
Method (Select 1)
Report settings (refer
to Page MUNIS-6 for
suggested settings)
Instructions on Pages MUNIS-5 and MUNIS-6 of the manual provide detail on
the options available and preferred settings. Once done with settings, click on
Green Check or hit “Enter.” Close this screen, then select “File,” then “Output”
on the “Next Year Budget Reports” screen to print the report.

13. Conclusion
• Can print “Reports” as hard copy, PDF, or export
to Excel
• The deadline for submissions is 5:00 p.m. on
Monday, March 10, 2014
• To gain access to module, use the authorization
link on the bottom of this webpage and enter
code “MUNIS15KW”
• If you have any questions, or need an entry
deleted, please call Kenneth Hunter
– Office: extension 1335
– Mobile: 343-5522
– Email: kenneth.hunter@rockymountnc.gov