The purpose of this document is to guide you through the process of setting up ASCENDER Business to begin using the Budget Amendment Request feature.
This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the ASCENDER Business Overview guide.
Some of the images and/or examples provided in this document are for informational purposes only and may not completely represent your LEA’s process.
Use this checklist if Allow for Approval Process is not selected on the Finance > Tables > District Finance Options page. The workflow process will not be used.
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1. Designate at least one employee from the Business office to submit budget amendment requests. |
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2. Security Administration > Manage Users > Edit User
Add the employee's employee number. |
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3. Finance > Budget Amendment > Budget Amendment Maintenance
Verify that the employee has full BAR rights. |
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4. District Administration > User Profiles > Accounts ❏ Click Add User to add the employee.
• Create the user accounts.
❏ On the Permissions tab:
• Choose whether or not to select Allow Account Creation.
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Use this checklist if Allow for Approval Process is selected on the Finance > Tables > District Finance Options page. The workflow process is used.
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1. Do each of the following:
• Create a list of all originators (e.g., campus and department secretaries).
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2. Personnel > Maintenance > Staff Demo > Demographic Information
• Add a work email address for each employee on the lists in step 1.
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3. Security Administration > Manage Users > Edit User
• For each employee on the above-mentioned lists, add the employee's employee number to the user profile. |
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4. District Administration > User Profiles > Accounts ❏ Click Add User to add the employee.
• Create the user accounts.
❏ On the Permissions tab:
• Choose whether or not to select Allow Account Creation.
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5. District Administration > Workflow > First Approver page
• Select BAR as the workflow type and click Retrieve.
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6. District Administration > Workflow > Approval Path
• Select BAR as the workflow type and click Retrieve Workflow.
Note: Approvers will be inserted into the BAR path sequentially from the approval path; therefore, clients may want to assign the Business Manager as the last person on the approval path. |
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7. District Administration > Workflow > Approval Rules
For each employee on the list of approvers, add the employee to this page. |
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8. District Administration > Workflow > Alternate Approver (Optional)
Add alternate approvers on this page. |
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