how to use the gateway budgets application in 2013-2014 colby shank program coordinator june 5, 2013...

92
How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Upload: erick-simpson

Post on 17-Jan-2016

220 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

How to Use the Gateway Budgets Application in 2013-2014

Colby ShankProgram Coordinator

June 5, 2013

1

Page 2: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

What’s New for 2013-2014• Common expenditure code list adopted

by SBOA and DLGF.

• County Council Review Worksheet moved to Gateway.

• Error Prevention Report added to help officials catch simple mistakes.

2

Page 3: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Getting Started: Log-In

3http://gateway.ifionline.org

Page 4: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Getting Started: Log-In

4

Page 5: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Select Application

5

Page 6: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Select Unit

6

Page 7: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Unit Main Menu

7

Page 8: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Unit

8

Page 9: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Funds

9

Page 10: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Funds

10

Page 11: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Funds

11

Page 12: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Unit

12

Page 13: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Revenues by Funds

13

Page 14: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Revenues by Funds

14

Page 15: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Revenues by Funds

15

Page 16: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Unit

16

Page 17: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Debts by Funds

17

Page 18: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Debts by Funds

18

Page 19: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Customize Debts by Funds

19

Page 20: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Unit Main Menu

20

Page 21: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

21

Page 22: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 1: Budget Estimate

22

Page 23: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 1: Budget Estimate

23

Page 24: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 1: Budget Estimate

24

Page 25: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Exporting/Printing the Form 1

25

Page 26: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

26

Page 27: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 2: Estimate of Miscellaneous Revenue

27

Page 28: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 2: Estimate of Miscellaneous Revenue

28

Page 29: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

29

Page 30: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Current Year Financial Worksheet

30

Page 31: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Current Year Financial Worksheet

31

Page 32: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

32

Page 33: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Debt Worksheet

33

Page 34: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Debt Worksheet

34

Page 35: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Debt Worksheet

35

Page 36: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

36

Page 37: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4A: Budget Report

37

Page 38: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4A: Budget Report

38

Page 39: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

39

Page 40: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

40

Page 41: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

41

Page 42: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

42

Page 43: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

43

Page 44: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Unit Main Menu

44

Page 45: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

County Council Review Worksheet

45

Page 46: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

County Council Review Worksheet

46

Page 47: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

County Council Review Worksheet

47

Page 48: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

County Council Review Worksheet

48

Page 49: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

49

Page 50: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 3: Notice to Taxpayers

50

Page 51: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 3: Notice to Taxpayers

51

Page 52: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 3: Notice to Taxpayers

52

Page 53: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

53

Page 54: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Error Prevention Report

54

Page 55: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Error Prevention Report

55

Page 56: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Error Prevention Report

56

Page 57: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

57

Page 58: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 3: Notice to Taxpayers

58

Page 59: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Exporting/Printing the Form 3

59

Page 60: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Exporting/Printing the Form 3

60

Page 61: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

61

Page 62: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

62

Page 63: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 1: Budget Estimate

63

Page 64: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

64

Page 65: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4A: Budget Report

65

Page 66: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4A: Budget Report

66

Page 67: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

67

Page 68: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

68

Page 69: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

69

Page 70: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

70

Page 71: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

71

Page 72: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

72

Page 73: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

73

Page 74: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

74

Page 75: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

75

Page 76: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Error Prevention Report

76

Page 77: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Budget Form Menu

77

Page 78: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

78

Page 79: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Exporting/Printing the Form 4

79

Page 80: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Signing/Submitting the Forms

80

Page 81: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Signing/Submitting the Forms

81

Page 82: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Signing/Submitting the Forms

82

Page 83: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Signing/Submitting the Forms

83

Page 84: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Signing/Submitting the Forms

84

Page 85: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Unit Main Menu

85

Page 86: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Upload Budget Documents

86

Page 87: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Upload Budget Documents

87

Page 88: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Upload Budget Documents

88

Page 89: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Upload Budget Documents

89

Page 90: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Upload Budget Documents

90

Page 91: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Gateway Resources• User Guides• Info Icons• Videos• Email• Call

91

Page 92: How to Use the Gateway Budgets Application in 2013-2014 Colby Shank Program Coordinator June 5, 2013 1

Contact the Department• Ryan Burke or Colby Shank• E-mails: [email protected]• Telephone: (317) 232-3777• Fax: (317) 232-8779• Website: www.in.gov/dlgf

• “Contact Us”: www.in.gov/dlgf/2338.htm

92