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▷ ▶ JOURNAL OR BUDGET ENTRY? SelectSmart.com free How-to flowcharts and decision trees.
A SelectSmart.com Flowchart by Anj. See Anj's 4me blog page.
Viewed 139 times. Created April 2014.
This SelectSmart.com How-to flowchart, a free online decision tool is a creation of Anj and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
How-toJOURNAL OR BUDGET ENTRY?
By Anj
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Which form to use: Budget Entry form or Journal Entry Form?

       
Have you already spent funds, or made a purchase?
NO
Are you planning on making a purchase?
NO
Are you hiring a new staff?
NO
Are you asking for an increase to your budget?
NO
Are you wanting to specially categorize budgets or expenses?

YES


YES


YES


YES


YES
Did you use a RISD credit card?
NO
Are there enough funds on the line in your budget to cover the purchase?
NO
Are there enough funds in your OVERALL budget to cover the purchase or moved funds?
NO
You will need to meet with your division manager to request a budget increase.
Is there an existing Activity Code that is appropriate for this special budget or expense?

YES


YES


YES



YES

NO
Was the charge incorrectly categorized?
NO
You do not need to move funds.
You need a BUDGET ENTRY FORM to move budget funds from one line in your budget to another.
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.
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.

YES








Is it too late to move the change in PaymentNet?
NO
Log in to PaymentNet and move the credit card charge to the appropriate GL. Contact Kim Harpin for assistance.
 
 
 

YES








You need a JOURNAL ENTRY form to move the actual expense. (Credit to decrease, Debit to Increase. Call Cheryl, Katie or Susan for assistance.)