13. On the slide out menu on the left, click Budget Workflow.
14. Click Add New in the upper right.
15. Provide a name in the Department Name field.
16. If you want this department to receive an email when the budget is initialized or rejected, click the Send Emails check box.
17. Check the Budget Department Enabled check box to enable this department. If this box is not checked, this department is deactivated.
18. Enter the Revenue Accounts and/or Expenditure Accounts for this budget workflow.
19. If there are accounts that finance or admin sets and do not want the department to make any changes to those numbers, enter those accounts in the Read Only Accounts
IMPORTANT: Do not use the same accounts in steps 18 and 19. An account number should only be entered one time in one of the areas noted (i.e. Revenue Accounts, Expenditures Accounts, or Read Only Accounts).
20. To create the workflow, follow these steps:
a. Click the Add a Row check box on the right.
b. In the grid, enter the Queue Name (e.g. Police Budget).
c. Select the Group that will have access to enter the budget from the drop-down.
d. Select the Journal Code that will be used to post the budget into the General Ledger (e.g. BUDGET).
e. Select the Budget Level that will be used to post the budget into the General Ledger for this step in the workflow (e.g. 1-DEPT REC).
f. Click the Send Email if Coding Changed After This Step to send an email when a budget has been changed by a subsequent step.
g. Click the Hide Reject Button if you want to hide the reject button for subsequent approvers.
21. To create a subsequent review step, follow these steps:
a. Click the Add a Row check box on the right.
b. In the grid, enter the Queue Name (e.g. Budget Approval).
c. Select the Group that will have access to approve the budget from the drop-down.
d. Select the Journal Code that will be used to post the budget into the General Ledger (e.g. BUDGET).
e. Select the Budget Level that will be used to post the budget into the General Ledger for this step in the workflow (e.g. 2-ADMIN REC).
f. Click the Send Email if Coding Changed After This Step to send an email when a budget has been changed by a subsequent step.
g. Click the Hide Reject Button if you want to hide the reject button for subsequent approvers.
22. To create additional approval steps, repeat step 20.
23. Click the Save button at the bottom.