DEPARTMENT OF BUDGET AND MANAGEMENT
UNIFIED REPORTING SYSTEM
Quick User Guide
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Table of Contents
1. Introduction ……….. 4
About the System ………... 4
2. Getting Started ……… 5
Log in ……….. 5
3. Search and Retrieve Records ……….……… 8
4. View, Edit and Retrieve Details ……… 12
BED1 ……… 12 As a Maker ……… 12 Current Year ……….. 12 Part A ………. 12 SPF ………. 16 Budget Year ……….. 18 Part A ………. 18 SPF ………. 23 Part B ………. 26
Submit Document for Review ………. 28
As a Reviewer ………... 28 As an Approver ……….……… 29 BED 2 ……….… 30 As a Maker ……… 31 Performance Indicator ………. 31 KRA’s ………. 33
Major Programs / Projects ……….. 35
Other Major Programs ………. 36
Monitored through PMS ……….. 38
Submit Document for Review ………. 39
As a Reviewer ………... 39
As an Approver ………. 39
BED 3 ……….……….. 40
As a Maker ……… 40
Part A ………. 40
Fiscal Year’s Budget ……… 40
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Tax Remittance Advice (TRA) ……… 46
Others ……… 47
Part B ………. 48
Submit Document for Review ………. 49
As a Reviewer ………... 49
As an Approver ……….……… 50
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1. Introduction
About the System
Unified Reporting System provides data entry facility for Budget Execution Documents.
Budget Execution Documents (BEDs) are as follows: 1. BED 1 – Financial Plan
2. BED 2 – Physical Plan
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2. Getting Started
Log in
To log in:
a. Launch any internet browser (best viewed in Mozilla Firefox or Google Chrome ) by double-clicking on the shortcut icon on your desktop. b. Type http://urs.dbm.gov.ph in the Address bar, and hit Enter. The Unified
Reporting System login page will be displayed. OR
Double-click the Unified Reporting System application shortcut in the desktop, if available.
Page | 6 c. Enter a valid User ID and Password.
Note: Password is encrypted.
Upon initial log in, the system will redirect the user to change the default password.
d. Click . The Unified Reporting System landing page will be displayed.
Unified Reporting System Landing Page Five Types of Users:
1. Maker – prepares the reports and has access on the changes of quarterly and monthly amounts
2. Reviewer – checks the reports prepared by the maker and has access of the viewing of quarterly and monthly amounts
3. Approver – approves the reports and has access on the viewing of quarterly and monthly amounts
4. Admin – Agency User Management, BMB and Regional Analysts and who has access on the Consolidated Reports
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Note: Quick User Guide is available upon log-in the system which is located in Help menu (upper right corner).
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3. Search and Retrieve Records
a. Click and select values on the search criteria.
b. Click for the lists to be displayed (based on the criteria selected).
Note:
To change the current search criteria, click button.
Page | 9 Three-level Coverage : Department, Agency and Operating Unit
Page | 10 Five-level Coverage : Department, Agency, Region, Division
Page | 11 c. Click the row of specific BED for view, edit or review.
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4. View, Edit and Retrieve Details
BED1
As a Maker
Note: Only the Maker can edit or modify the details of the Financial Plan. a. Search and retrieve records and view details (please refer to step 3). b. Edit details
Current Year
Part A
New GAA and Automatic Appropriation
1.) Click the right arrow button to collapse (list down) the sub activities of the parent the PAP.
Page | 13 Current Year Tab – Part A: Collapsed
Page | 14 2.) Click the row that will be edited (per Expense Class) and then click the
Page | 15 3.) Input the amount of Actual and/or Estimated Obligations and then click the
button.
Notes:
To cancel the transaction made in the selected row, click the
button.
Page | 16 Special Purpose Funds
a. Click Special Purpose Fund (SPF) tab.
b. Click the button.
c. A Pop-up window for the List of SPFs will appear.
d. Select the desired SPF by clicking the box.
As the box is selected, corresponding PAPs are automatically loaded in the Particulars column.
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To remove a specific SPF and its corresponding PAPs, uncheck the box beside the SPF.
e. Click button to close the pop-up window.
f. Click the row that will be edited, and then click the button.
g. Input the desired amount, and then click the button.
Note:
To add SPFs, click the button to make the pop-up window appear. Then
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To remove SPFs, click the button to make the pop-up window appear.
Then, uncheck the box beside the specific SPF.
Budget Year
Part A
New GAA and Automatic Appropriation
Page | 19 b. Click , and select values on the Fund Source field.
Page | 20 c. Click for the lists to be displayed (based on the criteria selected).
Page | 21 e. Click the button.
f. Input the desired amount per quarter.
g. Click the button.
Notes:
As a default amount, the system will distribute the total appropriation to four
quarters under the Comprehensive Release columns. Quarterly Amount = Total Appropriation / 4.
Q1, Q2 and Q3 are whole amount and the decimals (if any) will be added to
last quarter.
Allowed to Save : Sum of all the Quarters with amount (Comprehensive
Release and/or For Later Release) =< Total Appropriation
If there are Sub Objects with Sum of all the Quarters less than the Total
Appropriation, the Document won’t be submitted until these differences are reconciled.
Font of the amounts, the Sub Object Code and the Sub Object Description
will be changed to red if the Sum of all the Quarters is less than the Total Appropriation.
Page | 22 If there are Sub Objects that have lower sub totals than the Total
Appropriation amount, font of the related Expense Class will be changed to red (it should be reconciled first before submitting the document for review).
Not Allowed to Save: Sum of all the Quarters with amount
(Comprehensive Release and/or For Later Release) > Total Appropriation.
If the Sum of all the Quarters is greater than the Total Appropriation, the
Page | 23 Special Purpose Fund
a. Click the button.
b. A Pop-up window for the List of SPFs will appear.
c. Select the desired SPF by clicking the box.
As the box is selected, corresponding PAPs are automatically loaded in the Particulars column.
Page | 24 d. Click the button to close the pop-up window.
If other SPF is accidentally selected, uncheck the box to remove the PAPs in the Particulars column
e. Click the row that will be edited.
f. Click the button. g. Input the desired amount.
Page | 25 h. Click the button.
Page | 26 Part B
Budget Year: Part B Page KRA (if any)
PAPs that are tagged as KRA are extracted from Budget Preparation and Management System (BPMS) while Quarterly amount per PAP is
extracted from Part A Quarterly PAP amount. Program Budgeting (if any)
a. Click the row that will be edited and then click the button b. Input the desired amount per quarter.
c. Click the button.
Notes:
Amount is editable per quarter; can be equal to or less than the original Quarterly PAP amount (but not higher).
Allowed to Save: Quarterly amount =< original Quarterly PAP amount. Not Allowed to Save: Quarterly amount > original Quarterly PAP amount.
Page | 27 Other Major Programs and Projects monitored by the President through PMS (if any)
a. Click the row that will be edited and then click the button. b. Input the desired amount per quarter.
c. Click the button.
Notes:
Amount is editable per quarter; can be equal to or less than the original Quarterly PAP amount (but not higher).
Allowed to Save : Quarterly amount =< original Quarterly PAP amount Not Allowed to Save : Quarterly amount > original Quarterly PAP amount Other Major Programs
a. Click the row that will be edited and then click the button. b. Input the desired amount per quarter.
c. Click the button.
Notes:
Amount is editable per quarter; It can be equal to or less than the original Quarterly PAP amount (but not higher).
Allowed to Save : Quarterly amount =< original Quarterly PAP amount Not Allowed to Save : Quarterly amount > original Quarterly PAP amount
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Instructions Tab (Viewing as a reference)
Submit the Document (BED 1) for Review
a. Click button.
Status will be changed to FOR REVIEW and the Document will be available to the Reviewer.
As a Reviewer
a. View and review details (same process as to the Maker on how to view details except that details are unable to edit)
b. Click button.
Status will be changed to FOR APPROVAL and the Document will be available to the Approver.
Page | 29 To send back the report to the maker for modifications or corrections, click
button and the Status will be reverted to PENDING.
As an Approver
a. View and review details (same process as to the Maker on how to view details except that details are unable to edit).
b. Click the button.
Status will be changed to APPROVED.
To send back the Document to the maker for modifications or corrections, click the button, and the Status will be reverted to PENDING.
Page | 30 BED2
Page | 31
As a Maker
Performance Indicator
Page | 32 b. Input the desired amount per quarter and then click the button.
Notes:
To cancel the transaction made in the selected row, click the
button.
Page | 33 KRAs
Page | 34 b. Input the desired amount per quarter and then click the button.
Notes:
To cancel the transaction made in the selected row, click the
button.
Page | 35 Major Programs / Projects
Page | 36 b. Input the desired amount per quarter and then click the button.
Notes:
To cancel the transaction made in the selected row, click the
button.
To recalculate/refresh the roll-up totals, click the button.
Page | 37 a. Click the row that will be edited and then click the button.
b. Input the desired amount per quarter and then click the button.
Notes:
To cancel the transaction made in the selected row, click the
button.
Page | 38 Monitored through PMS
Page | 39 b. Input the desired amount per quarter and then click the button.
Notes:
To cancel the transaction made in the selected row, click the
button.
To recalculate/refresh the roll-up totals, click the button.
Instructions Tab (Viewing as a reference)screen shot needed
Submit Document (BED 2) for Review
a. Click button
Status will be changed to FOR REVIEW and the Document will be available to the Reviewer.
As a Reviewer
a. View and review details (same process as to the Maker on how to view details except that details are unable to edit).
b. Click button.
Status will be changed to FOR APPROVAL and the Document will be available to the Approver.
To send back the report to the maker for modifications or corrections, click button and the Status will be reverted to PENDING.
As an Approver
a. View and review details (same process as to the Maker on how to view details except that details are unable to edit).
b. Click button.
Page | 40 To send back the Document to the maker for modifications or corrections,
click button and the Status will be reverted to PENDING.
The button is used to submit the Document to DBM electronically.
BED 3
As a Maker
Part A Fiscal Year’s Budget
Page | 41 c. Input the desired amount per month, and then click the button.
Page | 42
Notes:
As a default amount, the system will distribute the net program amount to
twelve months.
Monthly = Net Program/12
January to November will have whole amounts while decimals (if any) will
be added to the last month (December).
Allowed to Save : Sum of all the Months with amount =< Net Program Not Allowed to Save : Sum of all the Months with amount >Net Program Tax Remittance Advice (TRA) Percentage
Personnel Services (PS) : 8% of Salaries and Wages only
Maintenance and Other Operating Expenses (MOOE) : 5% of Total MOOE
Financial Expenses (Fin. Exp.) : 5% of Total Fin. Exp. Capital Outlay (CO) : 5% of Total CO
d. Add Cash Disbursement Ceiling (CDC) (if applicable)
Page | 43 c.2 The row for CDC will appear.
c.3 Click the CDC row and then click the button
c.4 Input the desired amount for CDC and then click the button
Note:
CDC amount + Notice of Cash Allocation (NCA) amount should not exceed
the Total Monthly Disbursement Program.
If CDC row is inserted unintentionally, click the CDC row and then click
button to remove the inserted row.
e. Add Non-Cash Availment Authority (NCAA) (if applicable)
Page | 44 d.2 A row for NCAA will appear.
d.3 Click the NCAA row and then click the button.
d.4 Input the desired amount for NCAA and then click the button.
Note
NCAA amount + NCA amount should not exceed the Total Monthly
Disbursement Program.
If NCAA row is inserted unintentionally, click NCAA row and then click the
button to remove the inserted row.
Prior Year Obligation
Page | 45 f. Input the desired amount in Total Program, TRA and Monthly columns and then
click .
Notes:
Page | 46 Net Program, Sub-Totals and Full Year Total are system generated.
Full Year Total should be equal to or less than the Net Program.
Tax Remittance Advice (TRA)
a. Click the row for edit and then click the button.
b. Input the desired amount per month and then click the button.
Notes:
As a default amount, system will distribute the total TRA to twelve months
Monthly = Total TRA/12.
January to November will have whole amounts while the decimals (if any)
will be added to last month (December).
Allowed to Save : Sum of all the Months with amount =< Total TRA.
Page | 47 Others
a. Click the row that will be edited and then click the button.
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Notes:
Total Program, TRA and Monthly Amount are manually inputted. Net Program, Sub-Totals and Full Year Total are system generated. Full Year Total should be equal to or less than the Net Program
Part B KRA (if any)
PAPs and Quarterly amount per PAP are extracted from BED 1, Part B Program Budgeting (if any)
a. Click the row that will be edited and then click the button. b. Input the desired amount per month.
c. Click the button.
Notes:
Amount is editable per month; It can be equal to or less than the total program from BED 1 (but not higher)
Allowed to Save : Full Year Total amount <= Net Program Not Allowed to Save : Full Year Total amount > Net Program
Other Major Programs and Projects monitored by the President through PMS (if any)
a. Click the row that will be edited and then click the button. b. Input the desired amount per month.
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Notes:
Amount is editable per month; can be equal to or less than the total program from BED 1 (but not higher)
Allowed to Save : Full Year Total amount <= Net Program Not Allowed to Save : Full Year Total amount > Net Program
Other Major Programs
a. Click the row that will be edited and then click the button. b. Input the desired amount per month.
c. Click the button.
Notes:
Amount is editable per month; It can be equal to or less than the total program from BED 1 (but not higher).
Allowed to Save : Full Year Total amount <= Net Program Not Allowed to Save : Full Year Total amount > Net Program
Instructions Tab (Viewing as a reference) screenshot needed
Submit Document (BED 3) for Review
b. Click button
Status will be changed to FOR REVIEW and the Document will be available to the Reviewer.
As a Reviewer
c. View and review details (same process as to the Maker on how to view details except that details are unable to edit).
Page | 50 Status will be changed to FOR APPROVAL and the Document will be
available to the Approver.
To send back the report to the maker for modifications or corrections, click button and the Status will be reverted to PENDING.
As an Approver
c. View and review details (same process as to the Maker on how to view details except that details are unable to edit).
d. Click button.
Status will be changed to APPROVED.
To send back the Document to the maker for modifications or corrections, click button and the Status will be reverted to PENDING.
The button is used to submit the Document to DBM electronically.
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5. Printing and Saving of Reports
Print Preview
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Saving of Report
a. Click button to save the report in PDF.
