Budget Management
On this page the hope is to post tips (yours or mine) to help you manage your departments budgets. Anything will qualify. Here's an example:
How do I track expenses for a speaker that our department is bringing in?
Sub Codes! Sub codes are a handy little 4 digit number that you can assign to any transaction. These numbers are unique to your department. It's a good idea to keep a log of sub codes and what you've assigned them too. For example, if you're bringing in a speaker you could assign them a sub code of 1234. Any transaction for that event should have the subcode attached. By following the directions below, you'll be able to sort on this field to track total expenses for all of your events.
Examples of uses: Tenure track searches, candidate searches, speaker, student events, etc.
- tracking expenses
- assign a sub code to each event
- unique to your dept
- 4 digit code
- Lawson format (see below)
xxx- xxxxx - xxxxx - 99 - 1234(sub code)
- Extracting search transactions (Lawson web)
- select “YTD transactions (excel format)”
- copy and paste to new excel page
- sort on category
- sub-total at each category
