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