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 (2024 Reporting)10/9/2024 10:03 AMEnterprise ERP (MUNIS) Guide - Instructions for generating and maintaining ACA periods records (2024 Reporting)ACA - Generating and Maintaining ACA Period Records for 1095 Reporting (2024 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 Questions10/14/2024 1:35 PMEnterprise 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 202410/16/2024 11:10 AMEnterprise ERP (MUNIS) Guide - 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. Audited AFR Submission Guide 2024 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)10/14/2024 4:03 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-59/10/2024 1:37 PMEnterprise 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 Public (6)9/17/2024 12:49 PMKETS Technical Environment Overview Public (6)KETS Technical Environment Overview Public (6)9/17/2024AccessibleOET - 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 EERP Processing Guide9/5/2024 2:45 PMEnterprise 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 EERP 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 Deductions10/8/2024 4:29 PMEnterprise 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 Guide10/14/2024 7:12 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 411/4/2024 7:11 AMEnterprise 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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