If you have the Standard Budget Approver (SBA) code on the Departmental Authorization List (DAL), then you can approve your own journals within your own Journal Source. Otherwise, the approval of one’s own journal is not permitted. For more information, see the FBU 130 UCF Financials Budgeting Tools webcourse.

Once an offline journal has been imported, you cannot change the date. You can however copy the journal in UCF Financials, then edit the date on the Journal Entry Copy page, and delete the original.

Click OK when you have changed the date, then submit as usual. Once you’ve submitted the copied journal with the corrected date, you will need to delete your old journal. Delete only once you’ve submitted your corrected journal. For more information, please see the “Deleting a Journal” Addy Note.

You must run the Budget Allocation Final report in UCF Financials to generate the Budget Allocation Tool. (See the “How to Run a Standard Budget Ledger Report” Addy Note for these steps.

Check the Departmental Authorization List (DAL) to ensure that you have the Standard Budget Creator (SBC) code. If you do, and your NID does not appear on the offline SBL template, please contact the Financials Service Desk for assistance.

If you have the Standard Budget Approver (SBA) code on the Departmental Authorization List (DAL), then you can approve your own journals within your own Journal Source. Otherwise, the approval of one’s own journal is not permitted. For more information, see the FBU 130 UCF Financials Budgeting Tools webcourse.

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The contingency should represent budget that is not expected to be used during the current fiscal year. For non-E&G departments, it represents the unit/ department’s general operating reserve. For E&G departments, it may represent the general operating reserve as well as other operating or carry forward funds committed for expenditures anticipated in future years.

While reserve requirements for each unit and department will differ, best practice suggests an organizational unit (or VP Org) maintain a general operating reserve in a range of 3% to 7% of its base budget in contingency. The unit may choose to maintain its contingency in a limited number of centrally held/ reserve departments or across departments within the organizational unit. During your allocation process, discuss this with the budget official for your area to agree on how this will be managed.

Create an SBL Journal with a journal date of the transfer, and transfer from one budgetary account to another. Please note: you can only transfer funds within the current quarter or month that you are in, and are not able to draw from future or past quarters or months.

Adjustment, Permanent, and Temporary are scenario types when doing a budget transfer in the Standard Budget Ledger.

• Temporary or Permanent – select either temporary or permanent scenario when transferring budget between org units or divisions (example: transferring budget between College of Business and College of Science departments)

• Adjustment – select adjustment scenario for all other journals which do not transfer between org units or divisions (example: allocating budget between salary category and contingency category in the same department, or moving budget between different departments in your unit)

For these instructions and more information, please see the Addy Note “Using the SBL to Create an Online Budget Transfer“, or the Addy Note “Using the SBL Offline Journal Template to Create a Budget Transfer“.

The SBL tree was discontinued as of July 1, 2021. Any data for dates past June 30, 2021, will be incorrect for reports run from UCF Financials. To obtain accurate information, run a report in Workday Adaptive Planning. For more information view the Adaptive Planning Level and Account Hierarchies webpage and the Knight Vision Adaptive Planning webpage.