[SchoolFinance] Budgeting ERP

[Lesley Wysocki]

We had to reassign to Admin role in order to gain access and were told to
remember to go back and change that access.
Lesley

Lesley Wysocki, SFO
Director of Finance
she/her/hers
(207)-319-1949
lwysocki at brunswicksd.org
www.brunswicksd.org


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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