MUNIS Support and Guides

Published: 1/13/2017 1:00 PM

​MUNIS is the financial software package used in all 173 Kentucky School Districts. Instructions and explanations to allow for consistent reporting of required school district financial information are provided.  There are also links to other associated sources.

 

expand Title : Budgets ‎(6)
Draft Budget Report STW GL 7.docxDraft Budget Report STW GL 7BudgetsMUNIS Guide - This document provides instructions for preparing and generating a draft budget in MUNIS for annual funds.
Tentative and Working Budget Frequently Asked Questions.docxTentative and Working Budget Frequently Asked QuestionsBudgetsMUNIS Guide - Tentative and Working Budget Frequently Asked Questions
Tentative Budget Rept STW GL 6 rev.docxTentative Budget Rept STW GL 6 revBudgetsMUNIS Guide - This document provides instructions for preparing and generating the Tentative Budget in Munis.
expand Title : Budgets & General Ledger - Miscellaneous ‎(6)
COA Changes.docxCOA ChangesBudgets & General Ledger - MiscellaneousMUNIS Guide - Guide on how to make changes to general ledger codes, changes to segments, and changes to account descriptions.
How to Add an Annual Fund.docxHow to Add an Annual FundBudgets & General Ledger - MiscellaneousMUNIS Guide - How to Add a Annual Fund
Mass Create BGL 5.docxMass Create BGL 5Budgets & General Ledger - Miscellaneous MUNIS Guide - How to mass create new projects and accounts.
expand Title : Fixed Assets ‎(6)
Adding Assets.docxAdding AssetsFixed AssetsMUNIS Guide - Procedures for adding and posting new assets.
Depreciating Fixed Assets.docxDepreciating Fixed AssetsFixed AssetsMUNIS Guide - Procedures for processing Depreciation in Munis.
Fixed Assets Depreciation Schedule.docxFixed Assets Depreciation ScheduleFixed AssetsMUNIS Guide - Procedures for producing the Fixed Asset Depreciation Schedule report.
expand Title : General Ledger - Year End ‎(6)
AFR and Year End Close Frequently Asked Questions.docxAFR and Year End Close Frequently Asked QuestionsGeneral Ledger - Year EndMUNIS Guide - Description here
Fiscal YE Processing BGL2.docxFiscal YE Processing BGL2General Ledger - Year EndMUNIS Guide - How to close a fiscal year in Munis and prepare fo the new fiscal year.
Posting Last Year Adjustments BGL 3.docxPosting Last Year Adjustments BGL 3General Ledger - Year EndMUNIS Guide - How to post last year adjustments after the new year has begun. (v10.5 only)
expand Title : General Ledger & Statewide Reports ‎(6)
Consolidated Expenditure Report.docxConsolidated Expenditure ReportGeneral Ledger & Statewide ReportsMUNIS Guide - Instructions on creating and submitting the Consolidated Expenditure Report - (CDIP)
Monthly Financial Rept STW GL 5.docxMonthly Financial Rept STW GL 5General Ledger & Statewide ReportsMUNIS Guide - Description here
Technology Activity Report Instructions.docxTechnology Activity Report InstructionsGeneral Ledger & Statewide ReportsMUNIS Guide - Instructions on creating the Technology Activity Report (TAR)
expand Title : Payroll - Retirement Reporting ‎(5)
KTRS Pathway MUNIS Guide.docxKTRS Pathway MUNIS GuidePayroll - Retirement ReportingMUNIS Guide - Instructions on the per payroll process in Munis to create a file for submission to KTRS Pathways
KYCERS EOY START Reporting.docxKYCERS EOY START ReportingNewPayroll - Retirement ReportingMUNIS Guide - Instructions on creating the KYCERS Start End of Year Report
Start Monthly Report Invoice Adjustments.docxStart Monthly Report Invoice AdjustmentsPayroll - Retirement ReportingMUNIS Guide - Guide on processing KYCERS Start refunds
expand Title : Payroll - Statewide ‎(9)
Employee Classification Codes PR-ADM-5.docxEmployee Classification Codes PR-ADM-5Payroll - StatewideMunis Guide - Instructions for setting up and reviewing employee classification codes for Group/BU Codes, Location Codes, Summary Classes, and Job Class Codes.
KY New Hire Report PR-STW7.docxKY New Hire Report PR-STW7Payroll - StatewideMUNIS Guide - Instructions for creating a report of new hires for a specified date range.
Salary Tables and Mass Step Increases.docxSalary Tables and Mass Step IncreasesPayroll - StatewideMUNIS Guide - Generating Salary Tables, Processing Mass Step Increases & Mas Contract Changes
Setting Up Job Salary.docxSetting Up Job SalaryPayroll - StatewideMUNIS Guide - Procedures for setting up Job/Salary records that conform to various required Kentucky reports
expand Title : Payroll-ACA Reporting ‎(4)
ACA - 1095 Reporting Steps Overview for Kentucky (2016).docxACA - 1095 Reporting Steps Overview for Kentucky (2016)Payroll-ACA ReportingMUNIS Guide -
ACA - Generating and Maintaining ACA Period Records for 1095 Reporting in Munis (2016 Reporting).docxACA - Generating and Maintaining ACA Period Records for 1095 Reporting in Munis (2016 Reporting)Payroll-ACA ReportingMUNIS Guide - Instructions for generating and maintaining ACA period records. (2016 Reporting)
expand Title : PSD & CSD Reporting ‎(4)
Create PSD CSD Files for Submission.docxCreate PSD CSD Files for SubmissionPSD & CSD ReportingMUNIS Guide - The instructions in this document will assist you in preparing the PSD and CSD files for submission to KDE
PSD CSD Download Correction Guide.docPSD CSD Download Correction GuidePSD & CSD ReportingMUNIS Guide - PSD CSD Error Note Correction Guide for Salary Table
expand Title : Purchase Orders ‎(2)
Processing Next Year POs (PO-PER-1).docxProcessing Next Year POs (PO-PER-1)Purchase OrdersMUNIS Guide - How to process new Fiscal Year purchase orders.
expand Title : System and Cloud Administration ‎(10)
Cloud Admin.docxCloud AdminSystem and Cloud AdministrationMUNIS Guide - Provides instructions in basic administraion such as Managing User Access, lockmunis, mucopy and Year End Backup
KY Cloud Alternate Connections.docxKY Cloud Alternate ConnectionsSystem and Cloud AdministrationMUNIS Guide - Provides users with instructions for connecting to the Cloud from within or outside the district's intranet.
KY Cloud First Login and Setup.docxKY Cloud First Login and SetupSystem and Cloud AdministrationMUNIS Guide - Describes the process to initially login to Munis in the Cloud and how to setup a desktop icon for quicker/easier access in the future.
MUNIS Purge MUNIS Audit Files (MSA-2).docxMUNIS Purge MUNIS Audit Files (MSA-2)System and Cloud AdministrationMUNIS Guide - Provides instructions in purging Munis audit files.
Role Maintenance (MSA-7).docxRole Maintenance (MSA-7)System and Cloud AdministrationMUNIS Guide - Provides instructions on adding Munis users roles and role maintenance.
Kristin Lambert
Office of Education Technology
Division of School Technology
300 Sower Blvd., 4th Floor
Frankfort, KY 40601
(502) 564-2020 ext. 2217
Fax (502) 546-1519