[SchoolFinance] Budgeting ERP

[Heather Reale]

call me if you use ADS and I can help you.

*Heather A. Reale*
Interim Director of Finance
Wells-Ogunquit Community School District
hreale at wocsd.org
207-641-6909


On Thu, Dec 7, 2023 at 1:22 PM Katie Gourley <katie at rsu25.org> wrote:

> We are attempting to use: Budget input using definition
>
>
> I am beyond frustrated and have gotten nowhere with support. I know I have
> missed a step setting up my budget as my directors, secretaries, etc can
> not see their lines. When they choose the FY 25 definition and hit apply
> they get "no data available in the grid".  When myself or another admin
> goes in we are able to see the account lines and we are able to edit budget
> lines, add notes etc. So I am assuming it is a security/role issue.
>
> With support we have looked at their role settings and they have full
> access to the budget input using definition, we have checked to see if they
> needed a security role in user security. So far nothing has worked. Support
> ran out of ideas and was going to have someone else call me. I reached out
> to the support member that helped with with another issue but she told me I
> needed to submit a case.
>
> Anyone have thoughts on what I must be missing?
>
>
>
> Katie Gourley
> RSU 25
> Business Manager
> 207-469-7311
> katie.gourley at rsu25.org <katie at rsu25.org>
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