how to use the gateway budgets application in 2013-2014 colby shank program coordinator june 5, 2013...

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How to Use the Gateway Budgets Application in 2013-2014

Colby ShankProgram Coordinator

June 5, 2013

1

What’s New for 2013-2014• Common expenditure code list adopted

by SBOA and DLGF.

• County Council Review Worksheet moved to Gateway.

• Error Prevention Report added to help officials catch simple mistakes.

2

Getting Started: Log-In

3http://gateway.ifionline.org

Getting Started: Log-In

4

Select Application

5

Select Unit

6

Unit Main Menu

7

Customize Unit

8

Customize Funds

9

Customize Funds

10

Customize Funds

11

Customize Unit

12

Customize Revenues by Funds

13

Customize Revenues by Funds

14

Customize Revenues by Funds

15

Customize Unit

16

Customize Debts by Funds

17

Customize Debts by Funds

18

Customize Debts by Funds

19

Unit Main Menu

20

Budget Form Menu

21

Form 1: Budget Estimate

22

Form 1: Budget Estimate

23

Form 1: Budget Estimate

24

Exporting/Printing the Form 1

25

Budget Form Menu

26

Form 2: Estimate of Miscellaneous Revenue

27

Form 2: Estimate of Miscellaneous Revenue

28

Budget Form Menu

29

Current Year Financial Worksheet

30

Current Year Financial Worksheet

31

Budget Form Menu

32

Debt Worksheet

33

Debt Worksheet

34

Debt Worksheet

35

Budget Form Menu

36

Form 4A: Budget Report

37

Form 4A: Budget Report

38

Budget Form Menu

39

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

40

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

41

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

42

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

43

Unit Main Menu

44

County Council Review Worksheet

45

County Council Review Worksheet

46

County Council Review Worksheet

47

County Council Review Worksheet

48

Budget Form Menu

49

Form 3: Notice to Taxpayers

50

Form 3: Notice to Taxpayers

51

Form 3: Notice to Taxpayers

52

Budget Form Menu

53

Error Prevention Report

54

Error Prevention Report

55

Error Prevention Report

56

Budget Form Menu

57

Form 3: Notice to Taxpayers

58

Exporting/Printing the Form 3

59

Exporting/Printing the Form 3

60

Budget Form Menu

61

Budget Form Menu

62

Form 1: Budget Estimate

63

Budget Form Menu

64

Form 4A: Budget Report

65

Form 4A: Budget Report

66

Budget Form Menu

67

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

68

Form 4B: Budget Estimate, Financial Statement, and Proposed Tax Rate

69

Budget Form Menu

70

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

71

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

72

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

73

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

74

Budget Form Menu

75

Error Prevention Report

76

Budget Form Menu

77

Form 4: Ordinance/Resolution for Appropriations and Tax Rates

78

Exporting/Printing the Form 4

79

Signing/Submitting the Forms

80

Signing/Submitting the Forms

81

Signing/Submitting the Forms

82

Signing/Submitting the Forms

83

Signing/Submitting the Forms

84

Unit Main Menu

85

Upload Budget Documents

86

Upload Budget Documents

87

Upload Budget Documents

88

Upload Budget Documents

89

Upload Budget Documents

90

Gateway Resources• User Guides• Info Icons• Videos• Email• Call

91

Contact the Department• Ryan Burke or Colby Shank• E-mails: gateway@dlgf.in.gov• Telephone: (317) 232-3777• Fax: (317) 232-8779• Website: www.in.gov/dlgf

• “Contact Us”: www.in.gov/dlgf/2338.htm

92

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