Managing Your Accounts
As an account manager, you should be aware of all the different tasks, deadlines, and forms required to make things flow smoothly around your department. Here are some quick tips to keep in mind.
Budgets
Get with your Budget Analyst from the Budget Office. The Budget Analyst is there to assist you with any concerns you may have when maintaining your account(s).
Beginning of Fiscal Year
Get budget sheet for set accounts from the Budget Office and set up your spreadsheets for the year.
Setting up Grant Budgets
Fill out a budget amendment form found on the Budget Office web page.
Spending on Budgets
- Credit card – fill out form on Purchasing Department’s web page or
- Purchase order – training is done one-one-one through the Purchasing Department or
- Interdepartmental transfers – if there are any questions on them call the Business Office.
Account Reconciliations
Done after the 20th of each month. Internal Audits will provide one-on-one training on how to pull reports and how to keep your books. Payroll will provide Labor Distribution Reports (LDRs) for employees’ pay and benefits reconciliations.
Records Management
To store or destroy records – the Records Management department provides one-on-one training on how to do this and what needs to kept and for how long.
Inventory
To remove or add items to your inventory or to get rid of broken items in your office – contact the Central Receiving and Inventory department through the Business Office.
Hiring personnel
Before you even advertise, contact the Human Resources office for steps to take.
Travel
Any business travel – training is given on a monthly basis through the Purchasing Office – take the training before traveling.