Budget Training. Presented by Katrina Eskins, Budget Manager. FOAPAL – transaction coding. Where. Why. Who. What. The FOAPAL is an acronym representing each element of the Chart of Accounts : F und – Where the money comes from O rganization – Who is spending the money
Katrina Eskins, Budget Manager
FIMS Fund 4891
FGIBSUM – Available Balance by account type
Budget Transfers may be requested by completing a budget transfer form available on the accounting forms web page and submitting via email to [email protected]
Transfer requests must be routed through appropriate approval – such as Academic Affairs or SOM finance.
Funds must be the same.
Totals should match.
This transfer moves funds from org 1000 to org 2000 in fund 123456 using account number 70004.
Other transfer request examples:
Please feel free to contact the budget office at any time with questions regarding how to complete a transfer request in order to accomplish the desired funding change.
Personnel Action Request Form
Request for permission to hire:
Classified Exempt positions
Classified Non-Exempt Positions
Pooled Position Number Guide
Review budget for position in Banner using NBAPBUD and FGIBDSR
* Last four digits of position number will be org number. The example positions are paid from org 1234.
Full time regular status positions must start on the first day of a pay period and may not be back dated.
Feb – 1st and 15th.
Apr, Jun, Sep, Nov – 1st and 16th;
Jan, Mar, May, Jul, Aug, Oct, Dec – 1st and 17th;
Pooled positions must include a begin and end date which may not overlap fiscal years.
Please include full name as it appears on Social Security Card – Last name, First name and full middle name.
Include accurate Social Security and MU 901 numbers. If prospective employee does not have a 901 number, Human Resources will assign.
Obtain accurate employee residence and demographic information at point of contact.
Include the department/org in which the employee will be working.
Include a race designation based on the following.
The current salary or rate should be entered with consideration to the type of position. It must match the position number and title and be consistent with the “Per” description entered in 10.
For a regular status employee who is not full time, the percentage (FTE) should be indicated.
Senior Budget Analyst
Budget Office/Finance Links:
Human Resources Forms Link: