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Table of Contents
Where to Enter a BDA
From the Employee Quick Links Card go to Finance Dashboard
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This will take you to the Finance Dashboard where you can select My Journals (Budget Amendment)
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Creating a BDA
Click on Create Journal (upper right corner)
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The first pop-up window will appear to create your journal. Complete the following fields:
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Transaction Date – Enter the date you are performing the transfer, should be todays date.
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Distribution Total – Enter the total amount of the transaction, Make sure you double the amount of the budget amendment (Minus+ Plus = Total).
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Journal Type – Type or select BDA- Budget Departmental Amendment from the dropdown.
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Description – Enter a purpose for description. This will make them the same on all, if not you can enter on the next screen
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Budget Period - Enter as 01, the click create
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That is all the information that is required to be entered. Disregard the rest of the information. Do not enter any other information boxes.
Adding Accounting Details
Increasing the Budget (+ Plus)
A box automatically comes up for the first part of the budget amendment. Confirm the Journal Type (BDA) and Chart (F St Johns River State College) are prefilled.
• Enter Fund number
• Enter Organization number
• Enter Account Number
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Enter amount of budget amendment, not the distribution total that was entered on the Create Journal screen.
• In Debit/Credit enter + Plus, DO NOT ENTER DEBIT OR CREDIT
• If you did not put description in first box, you will need to do it now.
• Click SAVE
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That is all the information that is required to be entered. Disregard the rest of the information. Do not enter any other information boxes.
Decreasing the Budget (- Minus)
Click ADD ACCOUNTING, to enter the second part of budget amendment
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A box automatically comes up for the first part of the budget amendment. Confirm the Journal Type (BDA) and Chart (F St Johns River State College) are prefilled.
• Enter Fund number
• Enter Organization number
• Enter account number
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Enter amount of budget amendment, not the distribution total that was entered on the Create Journal screen.
• In Debit/Credit enter your – Minus, DO NOT ENTER DEBIT OR CREDIT
• If you did not put description in first box, you will need to do it now.
• Click SAVE
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That is all the information that is required to be entered. Disregard the rest of the information. Do not enter any other information boxes.
Submitting the BDA for Approval
After saving previous screen, it will automatically take you back to this screen.
• Review the information to ensure accuracy.
• Click Submit Journal, if all information is accurate. This will send the document to the appropriate approval queues.
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Contact Information
If you have any questions please contact Cindy Reed at 386-312-4125 or Beth Dillon at 386-312-4116 in the Business Office.