View Department Budget

Overview

Click the ‘View Department Budget' button on the Staff Kiosk Staff > Budgets screen to access a summarised version of departmental-specific budget information.

This option is designed specifically for department budget controllers. It uses your normal General Ledger account responsibilities to provide summarised departmental budget information consolidated by specified GL account segments and account type. This summarised department budget information includes ALL General Ledger accounts within each department to which you have been provided access.

To have access to a department budget, you only need to have been assigned access to any one account within that department.

Once you have displayed the 'Department Budgets' screen you can click on the 'View' link in the 'Action' column to drill down onto the accounts that you have been provided access to within that department.

The summarised 'Budget Department Detail' and the 'Your accounts within [the department]' may not necessarily be the same.  This is because the 'Your accounts within [the department]' section of the screen only displays the accounts that you have been provided access to.  There could be other accounts within the summarised 'Budget Department Detail' that belong to different budget controllers.

As an example, in a General Ledger chart structure of xx-xxxx-xx-xx, the school may want to have department budget consolidation at the first and/or third segments. Every account for each unique value in the first and third segments would then be consolidated to arrive at the department budget:

For an example of how the 'Department Consolidation' would be set up using the above example, refer to the documentation for TASS.web General Ledger > Setup Information > General Ledger Setup.

Related Resources

• Budgets

• Segment Filter

• Requisitions

• Adding a New Requisition

• Viewing and Editing Requisitions

• Approving and Rejecting Requisitions