Finance Fiscal Data Follow

    Topics Covered
  • Finance Fiscal Entry
    Target Users
  • Finance Analyst

Each award nomination with cash requires fiscal data and FM approval. Finance staff (LE Staff or USDH) will enter the fiscal data, then the FMO will sign off on the nomination. To complete this, follow the instructions below or view the instructional video

To enter fiscal data for awards, the Financial Analyst will first select Pending Fiscal Data item from the Finance Area.

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All nominations requiring fiscal input will display. You can filter by cycle or leave it at ‘All or Not Assigned’ to see any nomination pending financial information. Fiscal strips can be applied in a mass action or individually.

If one fiscal strip applies to many nominations, it can be applied to all with one action. First, select all appropriate nominations, then enter the fiscal strip at the bottom of the screen and select ‘Assign Fiscal Data’.

 

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To submit the award nominations to FMO for approval, each nomination must be opened and saved.

To apply fiscal data to an individual award, first select the nomination by choosing the link.

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To enter or edit the fund cite/fiscal strip, select the pencil icon. The fiscal strip field will become editable and the pencil icon changes to. Enter the fiscal strip, then select the icon to save the fiscal data. If this is a group nomination and this fiscal strip applies to other nominees, select the arrow icon to apply the fiscal strip to all other nominees.

 

The nomination will now move to FMO and EXEC for simultaneous sign off.

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