Budget Basics The Office of Institutional and Academic
Budget Basics The Office of Institutional and Academic Programs 1160 Boylan Hall 718. 951. 5102
Aim
What is a budget?
Chartfields
Chartfield Crosswalks
Budget Reports • Budget reports for OTPS, TS, CSS, and U. S. Mail Postage are distributed every Friday. Non-Tax reports are distributed monthly. • The distribution list for Tax Levy is based on the CUNYfirst e. Procurement department approver role. • The reports are a useful planning tool which enables users to view the details of what has been charged to the budget.
OTPS Budget Report
Temporary Services (TS) Budget Report
CSS Budget Report
Postage Budget Report
CUNYfirst Budget Queries • Financials Supply Chain > Reporting Tools > Query Viewer
Budget Transfer Requests • Requests may be submitted to tlbr@brooklyn. cuny. edu or via e. Procurement Notes (if tied to a specific requisition or purchase order). • Requests must indicate: • • Budget unit (the department and program) Budget group (OTPS or TS) Amount Specific purpose (e. g. “For [Employee Name] appointment for FY 20”, “To cover the costs for conference room furniture”) • Requests must have department approver authorization • Transfers out of the Postage, Campus Support Services, PSC Travel Fund, and Grant Budgets are prohibited
Best Practices and Tips • Review your budget reports regularly • If relevant, ask your department approver to forward copies of budget reports • Check the available budget before submitting requisitions • Bookmark the CUNYfirst Chartfield and CUNYfirst NTL Chartfield Crosswalks in your web browser Navigate to www. brooklyn. cuny. edu/budget > Training and Resource Library > Instructions and Guidelines • Inform the Budget Office of any discrepancies in the budget reports
Contacts
Register for our other classes! • Brooklyn College Knowledge • Introduction to Purchasing • CUNYfirst e. Procurement Workshop • Introduction to Travel & Expense • Travel & Expense Workshop
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