Before you start budgeting again in Anago, you have to change a number of settings and go through a number of steps. The budgeting process is explained step-by-step per component.
- Set up
- Filters and columns
- Settings
- Parameters
- GAG pooling
- Ledgers
- Establishments
- Cost Centres
- Staff roles
- Copy other income and expenditure
- Module check
SET UP
You can change the sequence of the columns in the multi-year budget in the Multi-year financial budget view. The forecast for a certain year can only be selected if the budget for that year has been approved. This setting is visible to all users and can only be changed by the functional manager. Click on to change the sequence.
FILTERS AND COLUMNS
From the Other view, you can configure the filters (for all views) and the columns and their corresponding census dates for the Funding view.
On this tab, in the Filter column, use a number to indicate which financial/academic years are shown in the filters on the entry and reporting views. By default, the views open with the year labelled 1.
The numbers in the Columns column set the display order of funding on the Funding view.
SETTINGS
A warning is issued if a new item is added when the settings are imported (ledgers, establisments, cost centres and staff roles). You still have to create the necessary links.
In addition, the message also displays if a setting is defined incorrectly. This incorrect setting is recognised by the red field that displays.
The following applies to all settings: A warning in the Active column indicates that the row may not be set to inactive because actuals or budgets have been posted to it in the last year. If you ignore this warning, inconsistencies with the source system may arise. You can find more information about solving exclamation marks on this page.
PARAMETERS
We will implement all of the changes in laws and regulations in the parameters during the budgeting round. We understand that some customers are not happy that this will change their figures. You will receive an email for every change and we will post a was-is table in the help centre.
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Tip: If you want to prevent any changes to parameters during the budgeting cycle, you can lock both the funding parameters and the salary parameters. Click here for more information.
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GAG pooling
Check if all years have been filled for both the source and the allocation keys. If the way of allocating has changed, adjust the corresponding keys as well.
On this page you will find an explanation on how to set/adjust the allocation in the view GAG Pooling in Anago. At the bottom of the page you will also find a number of examples of allocations.
LEDGERS
This section provides a detailed explanation of the Ledgers view.
New ledgers that are created in the source system must also be added in Anago. A new ledger is only imported if actuals have been posted to it in the source system. The ledger is then displayed in the Ledgers view on the Revenue tab. Link the ledger to a hierarchy and module, save the view, and they will be added to the ledger schedule. If the ledger have not yet been posted but you would like to budget with a new ledger, add a new ledger manually in the Ledgers view by clicking on
Click here for more information.
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NOTE: Add only the code of the ledger in the code label field. Add only the description of the ledger in the Description field. Fill in all other fields.
TIP: In the Module column, select Other income and expenditure decentralised or Other income and expenditure centralised if you work with a school budget. At the central level, you can add amounts per ledger per establishment. Decentral users will see the amounts but cannot change them.
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ESTABLISHMENTS
If changes were made to the establishments structure, depending on the change that was made, you can add an establishment, deactivate an establishment (untick Active) or disable Input by unticking the box. Click here for more information.
If you would like to delete an establishment, please send an email to helpdesk.uk@anago.io. A establishment can only be deleted if it doesn’t have any history t-1 and/or future amounts.
COST CENTRES
Both the new financial and staff cost centres are added when the actuals are imported.
If the staff cost centres are not the same as the financial cost centres, you can link them to each other. Click here for more information (under point 10).
If you would like to delete cost centres, please send an email to helpdesk.uk@anago.io. A cost centre can only be deleted if it doesn’t have any history t-1 and/or future amounts.
STAFF ROLES
New staff roles that were added in the last period will be added to the Staff roles view when the staff actuals are imported. The new roles will display under the task category Teaching staff. You must link the new role to the correct task category. Make sure all of the roles are under the correct hierarchy. Click here for more information.
Also check the Staff tab for the mapping of the calculated salary costs per staff role to the desired ledgers.
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Tip: If you plan to add staff roles that haven’t been added in the source system yet, you can add them manually in Anago. For obsolete roles, you can untick the Input box so they can’t be used for new vacancies or new staff members.
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COPY OTHER INCOME AND EXPENDITURE
To support a five-year multi-year budget, 2030 has been added to the Other income and expenses view. There are no figures yet. You can copy the figures from a chosen year to 2030. Click here for further guidance.
You can apply an indexation per ledger account. How to set this up is explained on this page.
If you are authorised for multiple establishments, you can adjust the layout of the view to, for example, enter an amount on a single ledger account for all establishments. Click here for setup instructions, you’ll find them under the heading Other Income and Expenditure by Establishment.
MODULE CHECKS
Finally, you can run a check to ensure that the calculations from the Funding and Staff modules are posted to the correct ledger.
Go to Budgeting process – Module checks. More information is available on this page.
Good luck creating the (multi-year) budget! Click here for more information and the steps to create the budget.