Annual Financial Report User Guide

Note: To search the user guide, simultaneously press the "ctrl" and "f" key on your keyboard and it will open up a "Find" box within the browser. Then type in the word or characters you want to find. For example, investments.

To find your web browser version number:

  • In Firefox click the “Help” menu, and then select “About Mozilla Firefox”.
  • In Google Chrome click the “Customize and Control” button and then select “About Google Chrome”.

Basic Internet and Computer Guides

If you are not very familiar with computers, you may benefit from a tutorial before proceeding with the Gateway program. Some basic internet and computer guides are listed below.

Logging into Gateway

Once you have entered https://gateway.ifionline.org/login.aspx, the login screen will appear. If you know your User Name (which is your e-mail address) and your password, you may enter them in the login box and click on the “Log In” button.


 

If you have forgotten your password, you may click on the “Forgot your password?” link. This will direct you to enter your User Name (which is your e-mail address).  When you click “Submit”, a new password will be e-mailed to you at the e-mail address in your profile which may be different than your User Name.  If you don’t receive the new password at the expected address, contact us at gateway@sboa.in.gov and we can resynchronize the addresses.  After using this new password to log in, this initial password should be changed by clicking “Account Settings” and clicking on the “Change Password” link.

After logging in, you will see the applications page.  Click on the "Annual Financial Report" link.

 

 

Selecting a Unit and Year

Once you select the Annual Financial Report application, a list of local units that have been assigned to your User Name will appear. For most users, this will be only your local unit. Additional local units may appear if you have been given permission to enter or review information on behalf of another local unit. Click on the name of the desired local unit to proceed.

 

Then hover your mouse over the year you want to view or update and click on the year.

 

For more information, see the Frequently Asked Questions.

New for 2018

Risk Assessment (Applies to Cities, Towns, Townships, Libraries and Special Districts)

The requirement to upload the year end bank statement, year end outstanding check list and salary ordinance has been removed. These are now uploaded in the Monthly and Annual Engagement Uploads Application.

Debt

Lines of Credit has been removed as a choice for the debt class on the debt screen.

Financial Statements and SEFA

You can now run the Financial Statements and Statement of Expenditures of Federal Awards (SEFA) so that you can review them before the audit.

Generally Accepted Accounting Principles (GAAP) Statements Question

There is a new question on the Unit Questions screen. Please make sure to answer this question. It asks if you anticipate producing GAAP statements for your unit for 2018. Most units, especially small ones, will not produce GAAP statements.

Departments

The county fund 101114 LIT Special Purpose has been changed so that you can now enter the disbursements by department.

New/Deleted Funds

There are new funds for counties and fund 107334 LIT Special Purpose has been removed. Please see our website for detailed changes to the Fund Table.

After answering the questions, click on the "Click here to Save Form" button.  If you have errors, you will see a list of the errors in red at the top of the screen indicating whether there are missing required fields as shown below. There will also be an error message in red next to the questions that are not completed. The form is saved and you may exit the screen.  The questions that were answered will be saved and you can return later to complete the form.

If there were no missing fields, then you will see the message "Form Saved" as shown below.


 

 

In order to submit your AFR, you must complete the risk assessment and then check the box as shown below to show that it is complete.  You will have a submission error, if the risk assessment is not completed and the box is not checked.

 

For more information, see the Frequently Asked Questions.

If you still need assistance creating the documents to upload, there are many businesses that provide this service for a small fee such as Staples, Office Depot, Kinko's, etc. You can also ask your local library or another nearby governmental unit for assistance.

Click on the “Browse” button and navigate to the folder in your computer that contains the pdf file you want to upload. Once the appropriate folder appears in the “Look in:” box, click on the file name so that the file name appears in the “File name:” box. Click the “Open” button. The file name will then appear next to the “Browse” button. Click the “Upload File” button.

After the file is uploaded, the date and time it was uploaded is displayed on the screen along with a link to click to view the file. You should click the link to verify that the correct file was uploaded. If there was an error and you need to upload a different file, click the “Reset Upload” button. Then click the “Browse” button and select another file to upload.