Tips for Account Managers

1. Budgets: Get with your Budget Analyst from the Budget Office.
2. Beginning of Fiscal Year: Get budget sheet for set accounts from the Budget Office and set up your spreadsheets for the year.
3. Setting up Grant Budgets: Fill out a budget amendment form found on the Budget Office web page.
4. Spending on Budgets:
   (a) Credit card – fill out form on Purchasing Department’s web page or
   (b) Purchase order – training is done one-one-one through the Purchasing Department or
   (c) Interdepartmental transfers – if there are any questions on them call the Business Office.
5. 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.
6. 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.
7. 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.
8. Hiring personnel: Before you even advertise contact the Human Resources office for steps to take.
9. Travel: Any business travel – training is given on a monthly basis through the Purchasing Office – take the training before traveling.

Related Links:

Budget Office