munis cloud instructionsmcweb.mccracken.kyschools.us/finance/dept/director_of_finance_files/3... ·...

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1 MUNIS Cloud Instructions 1. From Internet Explorer, go to http://kydashboard.tylertech.com/default.aspx 2. Be sure to bookmark or add this link to your favorites. You will use this website link any time you access MUNIS. 3. All logins follow this pattern: datacenter\9395XXXX a. Notice that is a back slash (\) located above the “enter” or “return” key rather than a forward slash (/) located on the key with the “?” symbol. b. XXXX is different for each user. See below:

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Page 1: MUNIS Cloud Instructionsmcweb.mccracken.kyschools.us/Finance/Dept/Director_of_Finance_files/3... · new version of MUNIS (updated November 30, 2016) will no longer allow printing

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MUNISCloudInstructions

1. FromInternetExplorer,gotohttp://kydashboard.tylertech.com/default.aspx2. Besuretobookmarkoraddthislinktoyourfavorites.Youwillusethiswebsitelinkanytime

youaccessMUNIS.3. Allloginsfollowthispattern:datacenter\9395XXXX

a. Noticethatisabackslash(\)locatedabovethe“enter”or“return”keyratherthanaforwardslash(/)locatedonthekeywiththe“?”symbol.

b. XXXXisdifferentforeachuser.Seebelow:

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4. YourpasswordisNeedNew1InputyourUserIDandpasswordhere:

5. Youwillbeaskedtochangeyourpasswordtosomethinguniquetoyou.Itmustcontainanuppercaseletter,alowercaseletter,andanumberorsymbolandcontainaminimumof8characters.CAUTION:Donotstoreyourpassword;itcancauseyoutobecomelockedoutifthepasswordgetstoooldandhastobereset.

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6. Afterresettingyourpassword,clickthelinkshowntoreturntoMUNIS.7. Select“Live”fromtheoptionsgiven.

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8. Youmaybeaskedtologinagain.Atthistime,useyournewpassword.Thefollowingscreenwillappear:

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9. ClickontheTylerMenubuttonasshownabove.YouwillhaveaccesstoYTDBudgetReport.

10. Toview/printYeartoDateBudgetReports:

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11. ClickYTDBudgetReporttoopentheprogram.

a. Clickthemagnifyingglass(search)andtypeintheorg,object,orprojectyouwantto

see.Push“enter”orclickthegreencheckmark(accept)whenyouhavethecodestypedintotheboxes.

b. ClickonReportOptionstocustomizethereportforthecurrentdate.Besureyouhavethesameoptionsmarkedasshownbelow.YouwillneedtoupdatetheReportTitleandtheYear/Periodeachtimeyourunthisreport.TheReportTitleshouldcontainthecurrentdate.Theyearandperiodshouldreflectthefiscalyearandperiodthatyouwanttosee.Ifyouhit“enter”orthegreencheckmark(accept)butneedtomakechanges,youcanchoose“Define”toupdateyouroptions.“Define”islocatedwhereitsays“ReportOptions”inthescreenshotabove.

i. 2012-2013istheYear2013inMUNIS.2013-2014istheYear2014inMUNIS,andsoon.

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ii. JulyisPeriod1inMUNIS.AugustisPeriod2inMUNIS,andsoon.

iii. ForOctober30,2012,theyearandperiodis2013/4.ForFebruary22,2013,

theyearandperiodis2013/8.c. ClickontheAdditionalOptionstabtoensureyoursettingsarethesameasshown

below:

i. Ifyouwishtoviewthedetailedreportofaparticularcode,youmayselecttoprintthejournaldetailandrequestacertainperiodoftimeasshownabovewithredarrows.

d. ClickReturnfromtheReportOptionswindowtoreturntotheYTDBudgetReportwindow.Toprintthereport,youmustchoosethePDFandprintfromthere.ThenewversionofMUNIS(updatedNovember30,2016)willnolongerallowprintingtoyourlocalprinter.Toview(display)thereporttoyourscreenusingtheNotepad

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proram,clickthe“Preview”button.,ortocreateaPDFthatyoumaysaveorprint,clickthebuttonsshownbelow:

12. Whenyouprintordisplayyourreport,ifyouchoseadetailversion,youwillseeabbreviationslabelingthetypeoftransactionmadeinMUNISfortheaccounts.Themostfrequentlyusedabbreviationsarebelow:

a.

13. IfyouneedtoaccessMUNISfromalocationawayfromourdistrictnetwork,checktheinstructionsforMUNISCloudAlternateConnectionsonthefinancedepartmentwebsite.

14. IfyouneedtohaveyourpasswordresettoNeedNew1,pleasecontactRitaHemmerichorJohnnaDeJarnetttoresetitforyou.

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15. Ifyouhaveanyquestionsaboutyourreports,pleasecontactthefinancedepartmentforclarificationandassistance.