USER MANUAL

INTEGRATED FINANCIAL MANAGEMENT SYSTEM USER MANUAL 2 Amendment Log Version Number Date Change Number Brief Description Sections...

0 downloads 163 Views 2MB Size
INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

USER MANUAL BFC level

Quick Reference

National Informatics Centre Department of Information Technology Ministry of Communications and Information Technology Government of India

http://ifms.raj.nic.in 1

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

Amendment Log

Version Number

Date

1.0

20-10-2010

1.1

24-10-2011

Change Number

Brief Description

Sections Changed

User Manual (related to Budget Finalization Meetings ) BFC proforma

2

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

Quick Reference: Six Major steps to be followed at BFC level:

1. Check the status of proposal submission by the Administrative department 2. Check the proposal details (all proforma reports) submitted by the Administrative Departments. 3. Accept or reject the proposal 4. Edit the Accepted data. 5. Generation of Minutes of the Meeting 6. Data Freeing.

Step by Step details : 1. Check the status of proposal submission by the Administrative department a. Option “Finance-MIS-reports-Profoma data entry statusprofoma entry status”

3

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

b. Data entry/ data forward, accept/reject etc status at different level (HoD,AD,BFC) may be checked for all the profoma

4

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

c. Check whether the required BFC units has forwarded the data or not, if not, necessary action may be taken, report also contains the BFC date and number of days left for BFC meeting.

2. Check the proposal (all proforma reports)

submitted by the

Administrative Departments. a. Option is available at “Finance-BFC-Report-profoma check list”

5

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

b. Take print or check on the screen for financial year 2011-12. e.g Format 1

Select profoma and print report. Facility is available to check entry at different levels. Format 1(a) report is as follows

6

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

Profoma 9

After examining the reports follow step 3 7

USER MANUAL

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

3. Based on the feedback on reports at step 2 , accept or reject the profomas. a. Option is available at “Finance-BFC-Data entry-profoma (forward,accept,reject)”

b. Select option “Accept/ Reject” , profoma Number and BFC unit.

8

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

4. Now based on step 3 , accepted data will be available at BFC level. As only profoma 9 is available for editing at BFC level , following steps are to be followed: a. Option “Finance-BFC-Data entry-profoma 9 ”

b. Screen will appear , select plan/Non Plan/CSS

9

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

c. Select BFC data, based on data BFC units will appear , select BFC units. d. Three tags are available for entry i. Estimates data entry in profoma 9 ii. BFC participants Entry iii. BFC remarks entry All the above entries are used for printing of Minutes of the meeting.

e. For profoma 9 , all the forwarded budget heads by the administrative departments are available for editing, type major head(help will appear forwarder budget heads will appear in the combo for selection)

10

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

Select Object head if required heads does not appear in combo click other for selection, click Insert information, Add RE and BE for next financial year , all other columns will appear automatically. Click on

11

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

New Items if any item is to be attached at any object head following screen will appear

After completion of all the above steps, Minutes of the meeting should be generated. Option is available at “Finance-BFC Non Plan MOM”

12

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

Minutes of Meeting Non Plan

Select BFC Unit ,Financial Year and Type of report. Following will appear :-

13

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

5. Last step is Data freezing, after completion of all the above steps and forwarding the hard copy of MoM for formal approval. Data can be freezed by the BFC chairperson. a. Option is available at “Finance-BFC-Data Freezing”

14

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

USER MANUAL

Data Freeze main screen

Data can be free zed by BFC for Plan/Non Plan , proforma wise, all profoma at one go for the selected level(HoD, AD, BFC).

15

INTEGRATED FINANCIAL MANAGEMENT SYSTEM

16

USER MANUAL