Accounting Module Workflow 

The Accounting module supports a connected workflow covering financial monitoring, budgeting, income recording, expense requests, approvals, and reporting. 

Accounting Dashboard Workflow 

The general dashboard review process is: 

1. Open the Accounting module. 

2. Select Accts Dashboard. 

3. Select the required academic term. 

4. Review the Total Budget. 

5. Review the Total Income. 

6. Review the Total Requested. 

7. Review the Total Spent. 

8. Review the Latest Completed Expenses. 

9. Open the required financial report when detailed information is required. 

Budget Management Workflow 

The general budget management process is: 

1. Open the Accounting module. 

2. Select Budget. 

3. Review the existing budget records. 

4. Select Add New Budget when a new budget is required. 

5. Enter the required budget information. 

6. Save the budget record. 

7. Prepare the required budget items. 

8. Review the budget information in the Budget Records section. 

9. Select Monitor Budget when detailed budget performance information is required. 

10. Review the generated Budget Monitoring Report. 

Income Transaction Workflow 

The general income recording process is: 

1. Open the Accounting module. 

2. Select Income. 

3. Review the existing income records. 

4. Select Add New Income. 

5. Enter the income purpose. 

6. Enter the income description. 

7. Enter the amount. 

8. Select the source of income. 

9. Select the academic term. 

10. Save the income transaction. 

11. Review the resulting income record. 

12. Use the available filters, search, export, and report functions when required. 

Expense Request Workflow 

The general expense request process is: 

1. Open the Accounting module. 

2. Select Expense Requests. 

3. Select Add New Expense Request. 

4. Enter the expense title. 

5. Select the expense category. 

6. Select the account type. 

7. Select the academic term. 

8. Select the budget item. 

9. Enter the requested amount. 

10. Select the approval workflow. 

11. Upload supporting documentation where required. 

12. Select Save to submit the expense request. 

13. Review the resulting expense record and its status. 

Expense Approval Workflow 

The general expense approval process is: 

1. Open the Accounting module. 

2. Select Expense Approvals. 

3. Review the expense requests available for approval. 

4. Review the request information and supporting details. 

5. Perform the applicable approval operation according to the assigned approval responsibility. 

6. Review the resulting request status.