Budget Amendment/Transfer Approval Instructions

Below are a few options that Bryan Ebensteiner put together. If you have any questions please reach out to Andrew Neri.

Option 1:

From Munis Landing Page click on Approvals box and it takes you to Approvals screen
Click to highlight amendment you want to review and then click on arrow in upper right-hand corner
Takes you to Accounting Entries screen for you to review journal
Click on Attach (paperclip) to view back-up documents, click “X” upper right corner when done reviewing back-up to exit and return to Accounting Entries screen
Click on Workflow takes you to Workflow Approval pop-up box
Click on Approve, Reject, Hold, or Forward
Note, if you select Reject it will require Comments
Click on Save
This continues the approval workflow process, your part is complete

Option 2:

From Munis Landing Page under Tyler Menu
Click on >Financials>Budget Processing>Budget Transfer Approvals
This opens the Budget Approvals screen
Click on Update
If you want to Approve, Reject, or put on Hold without looking at journal enter “A”-Approve, “R”-Reject, “H”-Hold in the cell under Code.
If want to view journal before you approve, click on View Journal
Click Accept
Takes you to the Journal Details screen
To view back-up documents click on Attach (Paperclip)
After viewing back-up documents click on “X” upper right to close screen
Takes you back to Journal Details screen
Midway down screen is Workflow section
Click on Approve, Reject, Forward or Hold
Reject requires comments, otherwise optional
Click on Accept
This continues the approval workflow process, your part is complete

Option 3:

1. Open Budget Transfers and Amendments

2. Click "My Approvals" in the bottom corner

- Anything assigned to you will show up and you can use the approve or reject buttons to process it once it has been proofed.