District/School Support

Enterprise ERP (MUNIS) Support and Guides

Published: 6/6/2024 4:39 PM

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​Enterprise ERP (MUNIS) is the financial software package used in all Kentucky school districts. Instructions and explanations to allow for consistent reporting of required school district financial information are provided. 

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All Documents
TypeDownloadModifiedDescriptionTitleAccessibility Target DateAccessibility StatusAccessibility OfficeModified ByCategories
docx6/19/2019 3:45 PM  6/30/2019AccessibleOFO - Office of Finance and OperationsAngela S McDonald 
pdf4/22/2021 10:49 AMTAG Guide 0321  AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdf2022 Legislative Guidance Overview5/10/2022 4:19 PM 2022 Legislative Guidance Overview AccessibleCommissioner's OfficeShravanthi Raghavapuram 
pdfACA - Generating and Maintaining ACA Period Records for 1095 Reporting (2023 Reporting)10/17/2023 3:00 PMEnterprise ERP (MUNIS) Guide - Instructions for generating and maintaining ACA periods records (2023 Reporting)ACA - Generating and Maintaining ACA Period Records for 1095 Reporting (2023 Reporting) AccessibleOET - Office of Education TechnologyJana D CoxPayroll - ACA Reporting
pdfACA -1095 Generate (2023 Reporting)1/5/2024 7:04 AMEnterprise ERP (MUNIS) Guide - Instruction for generating 1095-C recordsACA -1095 Generate (2023 Reporting) AccessibleOET - Office of Education TechnologyJana D CoxPayroll - ACA Reporting
pdfAdding Assets3/4/2024 7:25 AMEnterprise ERP (MUNIS) Guide - Procedures for adding and posting new assests.Adding Assets AccessibleOET - Office of Education TechnologyJana D CoxCapital Assets
pdfAFR and Year End Close Frequently Asked Questions10/9/2023 6:59 AMEnterprise ERP (MUNIS) Guide - AFR and Year End Close Frequently Asked QuestionsAFR and Year End Close Frequently Asked Questions AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger - Year End
pdfAlternate Connections to Enterprise ERP7/23/2024 11:44 AMEnterprise ERP Guide - Provides users with instructions for connecting to the Cloud from within or outside the district's intranet.Alternate Connections to Enterprise ERP AccessibleOET - Office of Education TechnologyJana D CoxSystem and Cloud Administration
pngArrow6/6/2019 8:43 AM Arrow AccessibleOFO - Office of Finance and OperationsJana D Cox 
docxAudited AFR Submission Guide 20236/27/2023 7:18 AMEnterprise ERP (MUNIS) Guide - Instructions for submitting the yearly Audited AFR and Balance Sheet data to KDE.Audited AFR Submission Guide 2023 AccessibleOFO - Office of Finance and OperationsJana D CoxGeneral Ledger - Year End
pptxPowerPoint Presentation8/20/2020 9:20 AM PowerPoint Presentation AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdfCapital Assets Depreciation Schedule2/15/2024 1:47 PMEnterprise ERP (MUNIS) Guide - Procedures for producing the Capital Asset Depreciation Schedule report.Capital Assets Depreciation Schedule AccessibleOET - Office of Education TechnologyJana D CoxCapital Assets
pdfCapital Assets Discrepancy Report7/1/2024 12:53 PMMUNIS Guide - Enterprise ERP ( MUNIS) Guide - Procedures for preparing for processing the Capital Assets Discrepancy Report in Munis.Capital Assets Discrepancy Report AccessibleOET - Office of Education TechnologyJana D CoxCapital Assets
pdfCOA Changes5/1/2024 2:03 PMEnterprise ERP (MUNIS) Guide - Guide on how to make changes to general ledger codes, changes to segments, and changes to account descriptions.COA Changes AccessibleOET - Office of Education TechnologyJana D CoxBudgets & General Ledger - Miscellaneous
pdfConsolidated Expenditure Report4/8/2024 7:18 AMEnterprise ERP (MUNIS) Guide - Instructions on creating and submitting the Consilidated Expenditure Report - (CDIP)Consolidated Expenditure Report AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger & Statewide Reports
pdfCreate PSD CSD Files for Submission4/1/2024 8:15 AMEnterprise ERP (MUNIS) Guide - The instructions in this document will assist you in preparing the PSD and CSD files for submission to KDECreate PSD CSD Files for Submission AccessibleOET - Office of Education TechnologyJana D CoxPSD & CSD Reporting
pdfCSD Report in EERP PR STW 108/1/2024 2:32 PMEnterprise ERP (MUNIS) Guide - guide on producing the Classified Staff Data (CSD) report for classified employees.CSD Report in EERP PR STW 10 AccessibleOET - Office of Education TechnologyJana D CoxPSD & CSD Reporting
pdfDepreciating Capital Assets4/3/2024 9:32 AMEnterprise ERP (MUNIS) Guide - Procedures for processing Depreciation in Munis.Depreciating Capital Assets AccessibleOET - Office of Education TechnologyJana D CoxCapital Assets
pdfDraft Budget Report STW GL 7_12/11/2023 1:05 PMEnterprise ERP (MUNIS) Guide - This document provides instructions for preparing and generating a draft budget in MUNIS for annual funds.Draft Budget Report STW GL 7_ AccessibleOFO - Office of Finance and OperationsJana D CoxBudgets
jpgDrop Down6/6/2019 9:00 AM Drop Down AccessibleOFO - Office of Finance and OperationsJana D Cox 
pdfEERP User Accounts (MSA-6)7/24/2024 12:37 PMEnterprise ERP (MUNIS) Guide - Provides instructions on adding Munis users and user account maintenance.EERP User Accounts (MSA-6) AccessibleOET - Office of Education TechnologyJana D CoxSystem and Cloud Administration
pdfEmployee Classification Codes PR-ADM-54/8/2024 7:12 AMEnterprise ERP (MUNIS) Guide - Instructions for setting up and reviewing employee classification codes for Group/BU Codes, Location Codes, Summary Classes, and Job Class Codes.Employee Classification Codes PR-ADM-5 AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfEnd of Year Capital Assets2/15/2024 3:37 PMEnterprise ERP (MUNIS) Guide - Procedures for preparing for End of Year in Capital Assets.End of Year Capital Assets AccessibleOET - Office of Education TechnologyJana D CoxCapital Assets
pdfEnterprise ERP (MUNIS) Cloud System District Operations Guide8/1/2024 10:54 AMEnterprise ERP (MUNIS) Guide - Describes the operations districts must complete to maintain the MUNIS Cloud System, and the avenues available to access Tyler and KDE Support.Enterprise ERP (MUNIS) Cloud System District Operations Guide AccessibleOET - Office of Education TechnologyJana D CoxSystem and Cloud Administration
pdfEnterprise ERP Support Contacts7/1/2024 12:55 PMEnterprise ERP Support Contacts - Provides various support contact numbers.Enterprise ERP Support Contacts AccessibleOET - Office of Education TechnologyJana D CoxSystem and Cloud Administration
pdfFiscal YE Processing BGL25/28/2024 7:37 AMEnterprise ERP (MUNIS) Guide - How to close a fiscal year in Munis and prepare for the new fiscal year.Fiscal YE Processing BGL2 AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger - Year End
pdf6/5/2020 10:49 AM   AccessibleOFO - Office of Finance and OperationsLaura S Loman 
docxFunding Report SFTF11/4/2021 4:12 PM Funding Report SFTF AccessibleOFO - Office of Finance and OperationsJana D Cox 
pdfHistorical Actuals Comparison STW GL 85/28/2024 7:35 AMEnterprise ERP (MUNIS) Guide - Instructions on running a report that provides a comparison of three prior years’ activity to the current year activity and revised budget for a specified period.Historical Actuals Comparison STW GL 8 AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger & Statewide Reports
pdfHow to Add a Multi Year Fund5/28/2024 7:34 AMEnterprise ERP (MUNIS) Guide - How to Add a Multi Year FundHow to Add a Multi Year Fund AccessibleOET - Office of Education TechnologyJana D CoxBudgets & General Ledger - Miscellaneous
pdfHow to Add an Annual Fund5/1/2024 2:34 PMEnterprise ERP (MUNIS) Guide - How to Add a Annual FundHow to Add an Annual Fund AccessibleOET - Office of Education TechnologyJana D CoxBudgets & General Ledger - Miscellaneous
pdfKDE Capital Asset Guide4/3/2024 9:25 AMEnterprise ERP (MUNIS) Guide - A guide for districts to help establish and adopt asset management for the purpose of GASB #34KDE Capital Asset Guide AccessibleOET - Office of Education TechnologyJana D CoxCapital Assets
pptxPowerPoint Presentation6/1/2020 3:19 PM PowerPoint Presentation AccessibleOFO - Office of Finance and OperationsPatrick Galloway 
pdfKentucky City Designation list1/18/2019 10:41 AM Kentucky City Designation list AccessibleOFO - Office of Finance and OperationsJana D Cox 
pdfKETS Technical Environment Overview Public1/31/2024 9:53 AMKETS Technical Environment Overview PublicKETS Technical Environment Overview Public1/31/2024AccessibleOET - Office of Education TechnologyDavid M Smith 
pdfKSIS Infinite Campus News - March 20232/23/2023 3:37 PM KSIS Infinite Campus News - March 2023 AccessibleOET - Office of Education TechnologyHolly 
pdfKSIS Infinite Campus News - March 20232/23/2023 3:34 PM KSIS Infinite Campus News - March 2023 AccessibleOET - Office of Education TechnologyHolly 
pdfKTRS Pathway EERP Guide7/2/2024 10:11 AMEnterprise ERP (MUNIS) Guide - Instructions on the per payroll process in Munis to create a file for submission to KTRS Pathways.KTRS Pathway EERP Guide AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Retirement Reporting
pdfKY Cloud File Transfer1/10/2024 1:35 PMEnterprise ERP (MUNIS) Guide - Describes the cloud program that allows users to download and upload cloud files from a user's workstation or shared drive.KY Cloud File Transfer AccessibleOET - Office of Education TechnologyJana D CoxSystem and Cloud Administration
pdfKY Employee Benefits Munis Processing Guide1/9/2024 10:06 AMEnterprise ERP (MUNIS) Guide - Instructions to process an import file, update employee deductions and create a termination file to be sent to DEI.KY Employee Benefits Munis Processing Guide AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfKY Medicaid Audit Review Tool Revised12/15/2020 3:06 PM KY Medicaid Audit Review Tool Revised AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdfKY New Hire Report PR-STW72/1/2024 3:17 PMEnterprise ERP (MUNIS) Guide - Instructions for creating a report of new hires for a specified date range.KY New Hire Report PR-STW7 AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfKY Sick Leave Liability Reports6/3/2024 1:54 PMEnterprise ERP (MUNIS) Guide - Instructions to assist districts with the calculation of sick leave escrow and long-term sick leave liability amounts that must be accounted for during fiscal year end close.KY Sick Leave Liability Reports AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfKY Unemployment Report PR-STW-83/1/2024 10:34 AMEnterprise ERP (MUNIS) Guide - Instructions for producing a summary or detail listing of wages subject to unemployment contribution. Also calculates unemployment tax attributable to each employee.KY Unemployment Report PR-STW-8 AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfKYCERS EOY START Reporting7/2/2024 9:15 AMEnterprise ERP (MUNIS) Guide - Instructions on creating the KYCERS Start End of Year Report.KYCERS EOY START Reporting AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Retirement Reporting
pdfKYCERS Start Monthly Report8/1/2024 11:23 AMEnterprise ERP (MUNIS) Guide - KYCERS START Monthly ReportKYCERS Start Monthly Report AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Retirement Reporting
pdfManaging Assets2/5/2024 3:10 PMEnterprise ERP (MUNIS) Guide - Procedures for adjusting, transferring, and retiring asset records in MunisManaging Assets AccessibleOET - Office of Education TechnologyJana D CoxCapital Assets
pdfManaging Project Accounts12/4/2023 7:36 AMEnterprise ERP (MUNIS) Guide - This document helps identify and inactivate or close projects and accountsManaging Project Accounts AccessibleOET - Office of Education TechnologyJana D CoxBudgets & General Ledger - Miscellaneous
pdfMass Create New Projects and Accounts BGL 52/1/2024 3:17 PMEnterprise ERP (MUNIS) Guide - How to mass create new projects and accountsMass Create New Projects and Accounts BGL 5 AccessibleOFO - Office of Finance and OperationsJana D CoxBudgets & General Ledger - Miscellaneous
docx5/29/2020 11:12 AM   AccessibleOFO - Office of Finance and OperationsKI\lunger 
docx5/29/2020 11:08 AM   AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdfMonitoring Procedures Directions 12152012/15/2020 3:04 PM Monitoring Procedures Directions 121520 AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdf5/1/2024 3:15 PM     Jana D Cox 
pdfMonthly Financial Report STW GL 55/1/2024 3:16 PMEnterprise ERP (MUNIS) Guide – Instructions for creating the Monthly Financial ReportMonthly Financial Report STW GL 5 AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger & Statewide Reports
pdfMunis Annual Financial Report Guide STW GL 25/2/2024 1:09 PMEnterprise ERP (MUNIS) Guide - Guide on creating and submitting Annual Financial Report (AFR) from Munis to KDE.Munis Annual Financial Report Guide STW GL 2 AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger - Year End
pdfMUNIS System Administration (MSA-1)1/9/2024 12:44 PMEnterprise ERP (MUNIS) Guide - Provides instructions in basic system administration including setting up Munis users and basic settings.MUNIS System Administration (MSA-1) AccessibleOET - Office of Education TechnologyJana D CoxSystem and Cloud Administration
pdfNext Year Budget Repts BD 15/28/2024 7:32 AMEnterprise ERP (MUNIS) Guide - The next year budget reports includes several reporting options that provide budget information for a specified Budget Projection or accounts within a budget projection.Next Year Budget Repts BD 1 AccessibleOFO - Office of Finance and OperationsJana D CoxBudgets
pdf1/13/2021 8:11 AM   AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdfPayroll Exception Tables for TRS Deductions3/4/2024 8:47 AMEnterprise ERP (MUNIS) Guide - Instructions on making changes to TRS Deductions in the Payroll Exceptions program to accommodate GL Code sets.Payroll Exception Tables for TRS Deductions AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfProcessing CERS Refunds1/16/2024 7:16 AMEnterprise ERP (MUNIS) Guide - Guide on processing KYCERS Start refunds.Processing CERS Refunds AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Retirement Reporting
pdfProcessing Next Year POs (PO-PER-1)6/5/2024 12:27 PMEnterprise ERP (MUNIS) Guide - How to process purchase order during the year end process.Processing Next Year POs (PO-PER-1) AccessibleOET - Office of Education TechnologyJana D CoxPurchase Orders
pdfProcessing POs Year End (PO-PER-2)6/5/2024 12:26 PMEnterprise ERP (MUNIS) Guide - How to process purchase order during the year end process.Processing POs Year End (PO-PER-2) AccessibleOET - Office of Education TechnologyJana D CoxPurchase Orders
pdf12/13/2021 11:48 AM     Jana D Cox 
pdfPROJECT BUDGET REPORT5/30/2024 12:34 PMEnterprise ERP (MUNIS) Guide - Instructions on running the project budget reportPROJECT BUDGET REPORT AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger & Statewide Reports
pdfPSD CSD Download Correction Guide 20258/12/2024 7:34 AMEnterprise ERP (Munis) Guide-Guide for correcting submission errors on the Professional Staff data (PSD) and the Classified Staff Data (CSD) reports.PSD CSD Download Correction Guide 2025 AccessibleOET - Office of Education TechnologyJana D CoxPSD & CSD Reporting
pdfPSD Report in EERP PR STW 48/5/2024 12:53 PMEnterprise ERP (MUNIS) Guide - Guide on producing the Professional Staff (PSD) report for certified employees.PSD Report in EERP PR STW 4 AccessibleOET - Office of Education TechnologyJana D CoxPSD & CSD Reporting
pdf9/18/2019 8:34 AM   Undue BurdenOFO - Office of Finance and OperationsPatrick Galloway 
pdfRole Maintenance (MSA-7)2/5/2024 2:32 PMEnterprise ERP (MUNIS) Guide - Provides instructions on adding Munis users roles and role maintenance.Role Maintenance (MSA-7) AccessibleOET - Office of Education TechnologyJana D CoxSystem and Cloud Administration
pdfSalary Tables and Mass Step Increases6/5/2024 1:03 PMEnterprise ERP (MUNIS) Guide - Generating Salary Tables, Procesing Mass Step Increases & Mass Contract ChangesSalary Tables and Mass Step Increases AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfSB 128 FAQ2/18/2022 2:49 PM SB 128 FAQ AccessibleCommissioner's OfficeFatima Jackson 
pdfSB 128 Guidance2/18/2022 2:50 PM SB 128 Guidance AccessibleCommissioner's OfficeFatima Jackson 
pdfSBAC MUNIS Instructional Guide3/12/2024 8:55 AMEnterprise ERP (MUNIS) Guide - Procedure on producing the Medicaid School-Based Administrative Claiming (SBAC) Program report.SBAC MUNIS Instructional Guide AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfSBHS Amendment Form Update12/15/2020 3:12 PM SBHS Amendment Form Update AccessibleOFO - Office of Finance and OperationsKI\lunger 
xml5/29/2020 11:14 AM   AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdfSBHS Application Instructions 2022-20238/13/2024 10:02 AM SBHS Application Instructions 2022-2023 AccessibleOFO - Office of Finance and OperationsShravanthi Raghavapuram 
xlsSBHS Certification Application 2022_20238/13/2024 10:04 AM SBHS Certification Application 2022_2023 AccessibleOFO - Office of Finance and OperationsShravanthi Raghavapuram 
docx7/14/2022 9:13 AM   Accessible KI\lunger 
pdfSBHS GMAP Medicaid Instructions Amendment12/15/2020 3:08 PM SBHS GMAP Medicaid Instructions Amendment AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdf9/18/2019 8:46 AM   Undue BurdenOFO - Office of Finance and OperationsPatrick Galloway 
docx9/18/2019 8:13 AM   AccessibleOFO - Office of Finance and OperationsPatrick Galloway 
docQuality Assurance Outline3/7/2022 10:07 AM Quality Assurance Outline AccessibleOFO - Office of Finance and OperationsKI\lunger 
docQuality Assurance Outline9/18/2019 8:13 AM Quality Assurance Outline AccessibleOFO - Office of Finance and OperationsPatrick Galloway 
pdf3/7/2022 10:13 AM   AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdf9/18/2019 8:44 AM   Undue BurdenOFO - Office of Finance and OperationsPatrick Galloway 
pdf10/11/2021 12:49 PM   AccessibleOFO - Office of Finance and OperationsKI\lunger 
jpgSelect from the drop down menu below to access guides by category10/1/2018 10:31 AM Select from the drop down menu below to access guides by category AccessibleOET - Office of Education TechnologyJana D Cox 
pdfSetting Up Job Salary4/3/2024 1:33 PMEnterprise ERP (MUNIS) Guide - Procedures for setting up Job/Salary records that conform to various required Kentucky reports.Setting Up Job Salary AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
docx12/3/2019 8:09 AM   AccessibleOFO - Office of Finance and OperationsLaura S Loman 
pdf12/3/2019 8:15 AM   AccessibleOFO - Office of Finance and OperationsLaura S Loman 
pdfTechnology Activity Report Instructions8/12/2024 8:28 AMEnterprise ERP (MUNIS) Guide - Instructions on creating the Technology Activity Report (TAR)Technology Activity Report Instructions AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger & Statewide Reports
pdfTentative and Working Budget Frequently Asked Questions2/1/2024 3:17 PMEnterprise ERP (MUNIS) Guide - Tentative and Working Budget Frequently Asked QuestionsTentative and Working Budget Frequently Asked Questions AccessibleOET - Office of Education TechnologyJana D CoxBudgets
pdfTentative and Working Budget Submission Guide ADA5/2/2024 1:05 PMEnterprise ERP (MUNIS) Guide - Tentative and Working Budget Submission GuideTentative and Working Budget Submission Guide ADA AccessibleOFO - Office of Finance and OperationsJana D CoxBudgets
pdfTentative Budget Report STW GL 65/28/2024 7:27 AMEnterprise ERP (MUNIS) Guide - This document provides instructions for preparing and generating the Tentative Budget report in Munis.Tentative Budget Report STW GL 6 AccessibleOET - Office of Education TechnologyJana D CoxBudgets
pdfUNAUDITED AFR SUBMISSION GUIDE 2024 7/23/2024 3:56 PMEnterprise ERP (MUNIS) Guide - Instructions for submitting the yearly Un-Audited AFR and Balance Sheet data to KDE.UNAUDITED AFR SUBMISSION GUIDE 2024  AccessibleOFO - Office of Finance and OperationsJana D CoxGeneral Ledger - Year End
pdf1/13/2021 8:08 AM   AccessibleOFO - Office of Finance and OperationsKI\lunger 
pdfWorkers Comp Audit Report PR STW 56/3/2024 12:51 PMEnterprise ERP (MUNIS) Guide - Instructions for creating the Kentucky Worker's Compensation Audit Report, which is a summary of employee annual salaries by Worker's Compensation Risk CodeWorkers Comp Audit Report PR STW 5 AccessibleOET - Office of Education TechnologyJana D CoxPayroll - Statewide
pdfWorking Budget Report STW GL 411/1/2023 12:38 PMEnterprise ERP (MUNIS) Guide - This document provides instructions for preparing and generating the Working Budget report in Munis.Working Budget Report STW GL 4 AccessibleOET - Office of Education TechnologyJana D CoxBudgets
pdfYear to Date Budget Report6/5/2024 12:29 PMEnterprise ERP (MUNIS) Guide - Instructions for printing the Year to Date Budget ReportYear to Date Budget Report AccessibleOET - Office of Education TechnologyJana D CoxGeneral Ledger & Statewide Reports


​Office of Education Technology
Division of School Technology
300 Sower Blvd., 4th Floor
Frankfort, KY 40601
(502) 564-2020
Fax (502) 564-1519


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