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Document Storage - Michelle

Employer Distribution - Andrea

Making Temporary Budgets Permanents in USAS  - Pat

If you adopted your Temporary Appropriations on or before July 1st, you may now be getting ready to finalize the budget by adopting your permanent appropriations which are due prior to October 1st.  In order to determine if these appropriations were actually applied in the USAS application as Temporaries or Permanents, let's first download the report definitions from the Public USAS Reports Library to help us.  The link to the Public USAS Reports Library can also be found under the USAS application’s Help menu.

After downloading these report definitions and importing them into the USAS menu Report>Report Manager, you can generate these reports and view the changes made to the account's initial estimates when the proposed amounts were applied in USAS.   By viewing the report's ‘TYPE’ column to , you can determine the type of transaction that was applied.  The report will show whether these amounts were applied .  as Intial Temporary (full year or not full year) or the permanent transaction types.   

• Transactions Initial Estimates.rpd-json 
• Revenue Transactions - Initial Estimate.rpd-json

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For example, if you selected the Transaction Type of Temporary amounts are labeled TempIntial and if the user selected ‘, the amounts applied became your (temporary) Initial budgets and on this report, they will be labeled TempIntial.  If you selected Update the GAAP Original Estimate amounts?” , this would be noted as GAAPInitital on this reporton the report as GAAPInitial and the expendable/receivable amounts would have been applied to the GAAP Original Estimate figures on the accounts.   If the Full Year column is checkmarked, the user selected this when applying the appropriations.Image Removed    Image RemovedFull Yearwas left checked, this indicated the temporary amounts hold true for the entire year whereas if the temporary amounts were going to change during the year, you could have unchecked the full year box before applying.  The Replaced column indicates that the tempoary amounts were replaced with a permanent amount.

Now that the Type of transaction has been determined, if no changes to the Temporary amounts are needed, it is up to the User to decide if they want to apply these amounts as Permanent.  The Initial amounts will not change on the account but can show on certain reports that include the  ....................