Which form to use: Budget Entry form or Journal Entry Form?
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Have you already spent funds, or made a purchase?
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NO
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Are you planning on making a purchase?
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NO
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Are you hiring a new staff?
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NO
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Are you asking for an increase to your budget?
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NO
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Are you wanting to specially categorize budgets or expenses?
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YES
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YES
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YES
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YES
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YES
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Did you use a RISD credit card?
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NO
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Are there enough funds on the line in your budget to cover the purchase?
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NO
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Are there enough funds in your OVERALL budget to cover the purchase or moved funds?
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NO
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You will need to meet with your division manager to request a budget increase.
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Is there an existing Activity Code that is appropriate for this special budget or expense?
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YES
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YES
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YES
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YES
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NO
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Was the charge incorrectly categorized?
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NO
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You do not need to move funds.
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You need a BUDGET ENTRY FORM to move budget funds from one line in your budget to another.
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You will need to contact the Controller's office (Cheryl) or the Budget office (Anj) to make sure that the activity code is set up to work with the lines in your budget.
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You will need to contact the Controller's office (Cheryl) or the Budget office (Anj) to create a new activity code and have it set up to work with the lines in your budget.
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YES
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Is it too late to move the change in PaymentNet?
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NO
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Log in to PaymentNet and move the credit card charge to the appropriate GL. Contact Kim Harpin for assistance.
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YES
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You need a JOURNAL ENTRY form to move the actual expense. (Credit to decrease, Debit to Increase. Call Cheryl, Katie or Susan for assistance.)
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JOURNAL OR BUDGET ENTRY?
