Budgeting and Financial Analysis

Balancing Finances, Building Success

We understand the critical role that financial planning plays in achieving your department or office’s goals to transform lives. We provide excellent customer service and prioritize funding allocations that support the university's core mission and strategic plan.

Resources

1. Log in to Canopy

Access the SSO Menu.
Select Canopy from the list of available applications.

2. Navigate to Create DBR

Locate the FRS drop-down menu in the top navigation bar.
Select DBR from the menu.
Hover over or select Create DBR to open the request form.

3. Fill Out the DBR Form

Fill in the required yellow fields with the following information:

Description: Enter a brief description of the DBR (e.g., “Pool Transfer”).
Justification Code: Select the appropriate code from the drop-down menu.
Source of Funds:
- Total Amount: Enter the total dollar amount to be transferred.
- Account Number: Provide the source account number.
- Subcode: Enter the relevant subcode for the source funds.
Destination of Funds:
- Account: Enter the account number receiving the funds.
- Subcode: Provide the destination subcode.
- Amount: Enter the specific amount for that line item.
- Note: If funding multiple accounts from the same source, use the additional numbered lines provided.

4. Create and Close the Document

Click the Create Document button at the bottom of the form.
Once the record is successfully added, use the DBR Action drop-down menu and select CLOSE (checks acct and $$$).
Click Submit. A notification will appear confirming the document has been closed successfully.

5. Route for Approval

In the DBR Action drop-down menu, select ROUTE for approval.
Click Submit.
A confirmation message will indicate that the document has been routed.

6. Track Routing Status

To view the progress, select the Routing Document link (e.g., DBR210500511).
This page displays the Document History and Routing Path, showing who has submitted the document and whose approval is currently pending.

1. Log in to Canopy

Access your SSO Menu.
Select Canopy from the list of available applications.

2. Locate the Transaction

To correct a transaction, you first need to find it in the system:

Hover your mouse over the FRS menu and select Search, then Account Search.
Enter the Account Number (SL) or use the Summary Tab to find the specific account.
Click on the Transactions tab.
Find the specific expense you want to correct and click on Details.

3. Create the DCR Document

Once inside the transaction details, click the Create DCR button.
Select Create FY [Year] Document to open the request form.

4. Header Information

Fill in the highlighted/yellow sections (usually Description and Justification).
Click Save.
Verify that the message “Header – Record has been successfully modified” appears at the top of the screen.

5. Apply the Correction

Scroll down to the line items. On the far-right side, click the Correct link (it is usually red).
A second line named New Account will appear.
Update the highlighted areas with the corrected account information, subcode, or amount.
Click Save.

6. Close and Route for Approval

At the top of the screen, locate the DCR Action drop-down menu.
Select CLOSE (checks acct and $$$) and click Submit.
After the document is closed, open the DCR Action menu again.
Select ROUTE for approval and click Submit.

7. Track the Status

You can scroll to the bottom of the document to see the Routing Process. This shows exactly where the request is in the approval chain and who needs to sign off on it next.