Commonly Asked Questions

Q. How do I get a new account number added to my department?
A. Review the list of common account numbers and select the one that best suits your need. If an account number that meets your needs does not exist currently, then a business reason must be given to create a new account number. Email reporting@lists.wfu.edu with questions.

Q. I would like to create a new department, what do I do?
A. Email reporting@lists.wfu.edu with the following information: Name of new department, the department head, the budget officer, the vice president and a reason for creating a new department. (new departments must be approved by Financial Reporting).

Q. What employee class and/or account number do I use when setting up a new positon?
A. Review the list of employee class definitions and the account numbers associated with each; identify which category the position/employee will fall into. Specific questions about new positions and payroll should be directed to Human Resources and the Payroll Office.

Q. How do I set up a new position?
A. Specific questions about new positions and payroll should be directed to Human Resources and the Payroll Office. The department proposing the new position is responsible for providing ongoing funding for the position, including allocation for fringe benefits.

Q. How do I navigate through the system without the BACK button or Navigate Previous or Navigate Next?
A. You will always be able to navigate to any of the menu items on the left just by clicking on the item that you would like to go to. If you are in a form and need to navigate to another account, person, or form, you should click on Save Changes and at the Return page you will have the option of going back to the list of accounts or employees.

Q. How do I set up a proxy? Is it too late?
A. To set up a proxy you must send written authorization (via email-budget@lists.wfu.edu, FAX-4397 or campus mail) giving the name and limit of authorization (access to salaries or not) to the Budget Office. After the initial deadline for proxy set-up, please wait two days for new Proxy to be activated.

Q. What do I do if I get a "Replication/Save Conflict?"
A. Do not do anything to that account, call James Shore at x1955 and report the department number and account number. We will fix the error. This error was produced by trying to Save an item when it is already in the process of saving, in essence saving it twice. To prevent this from occurring again, remember that you only need to Single Click on the Save Changes button. A message will show on the screen when the system has saved the change. Be patient. Do not try to save or navigate elsewhere until the process is complete.

Q. I cannot log on, what do I do?
A. If you have trouble accessing the budget application through WIN you should call the Information Systems help desk at ext. 4357 or send an email to budget@lists.wfu.edu.

Q. Do I have to save my changes on each screen?
A. Yes, changes must be saved on each screen. Single click on the Save Changes button before exiting the screen.