| What to do |
How to do it |
| 1 |
Go to the Enter Payroll Transactions function in FinancialLink. |
- Go to the Cost Sharing System in FinancialLink.
- Go to the Reports screen.
- Choose the Cost Sharing Home Page option under Cost Sharing.
- Select Transactions.
- Select Enter Payroll Transactions.
You must have a valid User ID and group identifier to access the Cost Sharing System. If you don't have a User ID or group identifier, contact your departmental security administrator (DSA) for assistance.
Note: CSS is case-sensitive. Enter financial information in all caps.
|
| 2 |
Enter contract/ grant information requiring cost sharing. |
- Fund: The fund number is mandatory.
- Organization and Program: Enter organization and program numbers if they were included in your budget.
- Click Submit Form.
Use the Find Fund/ Award/ Org/ Prog button to find information sorted by fund number. Use the Find Award/ Fund/ Org/ Prog button to find information sort by award number.
|
| 3 |
Select transaction. |
- Fund: The active budgets for the fund/ org/ prog you submitted will be shown.
- Select Budget ID: To choose a Budget ID, click the radio button next to it.
- Click Enter Trans.
|
| 4 |
Decide what type of of manual transaction to enter. |
- B (Budget adjustments): Budget transactions that adjust the amount of the cost share budget.
- A (Adjustments): Transactions that adjust existing financial transactions and affect the cost share budget balance.
- N (New transactions): Brand new financial entries that affect the cost share budget balance.
To get a list of transactions for a particular budget, use the View Transactions query.
|
| 5 |
Enter transaction information. |
- Budget information: The top portion of the screen shows the budget information for that transaction.
- Transaction Date:
- Budget adjustment: Enter a date between the start and end date of the Budget ID.
- Adjustment or new transaction: Enter the date of the distribution of payroll expense (DOPE).
- Amount:
- Budget adjustment: To increase the cost share budget amount, enter a dollar amount. To decrease the cost share budget, enter a dollar amount with a negative sign.
- Adjustment or new transaction: To adjust the cost share financial transaction amount, enter a dollar amount.
- Trans Type: Click the drop-down box to select A for adjustment, B for budget adjustment, or N for new transactions.
|
| 6 |
Enter Dopes information. |
- Dopes Page No/ Dopes Line No: These are required for adjustments and new transactions (not applicable for budget adjustments).
- Ledger Date: Enter the date in MM/DD/CCYY format.
|
| 7 |
Enter IFOP information. |
- Index Number: An index number or fund, organization, or program number is required. Typically, the index number will match the index number at the top of the screen.
|
| 8 |
Enter account, comment, and submit. |
- Account: An account code is required for A Adjustment or N New transactions.
- Comment: A comment is highly recommended.
- Click Trans Submit.
- If there were no errors:
- The green "Payroll Transaction Added" message will display at the top.
- The data entry area is cleared and ready for a new transaction.
- If there are errors:
- Error messages will show at the top of the screen in red.
- The data you entered will be on the screen for you to correct.
|
