Stephen F. Austin State University

Budget Office

Procedures to Request Budget Training

  1. To request Budget Training, please go to the MyTraining website.
  2. When you reach the MyTraining website, log in with your SFASU domain log-in.
  3. Once logged in you will choose 'Class Listings' on the left hand menu. (This will give you all classes offered for training on campus.)
  4. Select Budget Departmental Training - FIN by clicking on the appropriate date.
  5. For Questions about additional training dates, contact Debbie Sellman (x7223) or Wini Turner (x2116).

Procedures to Process BDT (Budget Department Transfer) in SSB

  1. Logon to SSB
  2. Click on "My Services"
  3. Click on "Self-Service Banner"
  4. Click on "Finance"
  5. Click on "Budget Transfer"
  6. Journal Type - Departmental Budget Transfer (BDT)
  7. Enter transfer amount
  8. Enter "S" in Chart field
  9. Enter Fund, Org, Account, Program and amount that you wish to transfer in the "From" section
  10. Enter Fund, Org, Account, Program, and amount that you wish to move into in the "To" section
  11. Keep in mind the numbers for the account fields (O&M is 72B0; student wages is 670140, additional comp professional is 670102, etc.)
  12. Description should state what you are actually processing, usually a statement such as: "transferring O&M to cover student wages" or "transferring O&M to cover additional compensation" etc.
  13. Budget period will always be "01"
  14. Save as template if desired; do NOT check "shared"
  15. Click on "complete" and a message should appear at the top of the screen that reads: Document JXXXXXXX completed and forwarded to the approval process. Note: If you do not click "complete", no transfer will occur.

Procedures to Process BDR (Budget Department Revenue) in SSB

  1. Logon to SSB
  2. Click on "My Services"
  3. Click on "Self-Service Banner"
  4. Click on "Finance"
  5. Click on "Budget Transfer"
  6. Journal Type - Departmental Budget Revenue (BDR)
  7. Enter transfer amount (the - amount in the available column, but not more than -10,000 for each transaction)
  8. Enter "S" in Chart field
  9. Enter Fund, Org, Account, Program (use R99 in program field for revenue portion), and revenue amount that you wish to budget in the "From" section
  10. Enter Fund, Org, Account, Program (use normal program number here for expense portion) , and matching amount that you wish to move into O&M (account number for O&M is 72B0) in the "To" section
  11. Description should state what you are actually processing, usually a statement such as: "Overrealized income" or "Increasing revenue to reflect actual"
  12. Budget period will always be "01"
  13. Save as template if desired; do NOT check "shared"
  14. Click on "complete" and a message should appear at the top of the screen that reads: Document JXXXXXXX completed and forwarded to the approval process.

Annual Budgets

Annual Budget 2014-2015

File size: 170.89 KB

Updated: Friday, October 03, 2014

Annual Budget 2013-2014

File size: 620.15 KB

Updated: Thursday, September 12, 2013

Annual Budget 2012-2013

File size: 7682.54 KB

Updated: Thursday, August 23, 2012

Annual Budget 2011-2012

File size: 1135.30 KB

Updated: Thursday, November 10, 2011