Training and Support

Budget Monitoring, Reporting and Financial Controls

If you have any queries regarding transactions that appear in your cost centre then please contact the appropriate finance rep listed below, or alternatively one of the finance assistants listed under the "Support Contacts" tab. If you are a budget holder and require training in how to manage and report on your budget then please contact your finance rep. See below for a list of budget holders for the each of the faculties and support areas and their finance department representatives.

GL (General Ledger) Journal Transfers

GL journal transfers are a convenient way of:

• Correcting accounting errors and incorrect classifications
• Charging another department for goods or services rendered by your department

GL journal transfers can be processed via the "accounting" menu on UNIT4 Web. Entering a GL transfer initiates a workflow process. If your transfer is approved by the appropriate budget holders (or times out after 5 days) it will progress to technical approval. On passing technical approval it will be posted to UNIT4.

Training

If you require training in how to process journals, please contact Karen Dalby (details under the "UNIT4 Training" tab) or else your appropriate finance rep as listed under the "Monitoring" tab.

You may also refer to this guidance: UNIT4: GL Journal Transfer entry

Bulk Transactions

For high volume transactions (e.g. catering and reprographics) it is more efficient to put the information on a spreadsheet (see template below), which is then processed in the central finance office. Please contact your finance rep (see "Monitoring" tab) if you regularly need to process bulky GL transactions.

Journal Template

If you require training in how to use UNIT4 please contact:

Karen Dalby, Systems Accountant - UNIT4

Main Finance Office FML002

T: 0151 291 3867
E: dalbyk@hope.ac.uk

Self help

UNIT4: Access / Approval Request Form

UNIT4: Access & Setup

UNIT4: Reporting

UNIT4: New Supplier Request

Requisition entry

UNIT4: Goods Receipt Process

UNIT4: Admin task - missing goods receipt

UNIT4: Admin task - no order for invoice

Sales Order entry

UNIT4: New Customer request

UNIT4: GL Journal Transfer entry

UNIT4: Budget holder task - approve requisitions

UNIT4: Budget holder task - approve sales orders

UNIT4: Budget holder task - invoice control exceeded