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The finance system contains information that helps to understand transactions as well as reports and queries.  

  • Tree Viewer:  these trees allows you to review how fund codes, accounts, programs, projects, and departments are rolled up for financial and other reports.
    • Tree Manager > Tree Viewer
  • Chartfield definitions: this page allows you to review additional information on the chartfields used. 
    • Set Up Financials/Supply Chain > Common Definitions > Design Chartfields > Define Values > Chartfield Values
  • Custom Project Set Up: these pages allow you to review additional information on projects such as sponsor, CFDA number, payment methods, and overhead calculations.
    • Business Processes > GL > Custom Project Set Up
  • Cost Center Definition: this page allows you to search for valid cost centers and determine whether they are active or not
    • Business Processes > GL > Custom Project Set Up
  • Many custom reports have been developed to assist users with reviewing and managing financial information and transactions. 
    • All custom reports are found at Custom Reports; within that menu reports exist under different areas.
    • GL Reports:
      • Dept Verification Report (1074): this report lists all transactions for a cost center for a specified time frame.
      • Budget Summary Report (1063): this report lists the budget amount and revenue or expense amounts for a group of cost centers for a point within a fiscal year.
      • Fund Equity reports (016) reports: this report lists the equity balances (beginning, years transactions, ending) for a point within a fiscal year.
    • Asset Management
      • Assets By Department Report lists the capital and controlled assets owned by any campus department.
      • PSAM Reports list capital assets for an institution over a fiscal year, including reasons for changes.


Last updated 9/15/2015 11:01 AM