Financial Management

Set Beginning Balances for Fiscal Year
What This Process Does This report will establish beginning balances in mass based off prior year ending balances. The difference between expenditures...
Fri, 12 Nov, 2021 at 9:54 AM
Set Up Generic Variables
What This Process Does This setup screen controls the functionality as well as visibility of several processes within Financial Management. Best P...
Tue, 21 Jun, 2022 at 10:11 AM
Set/Change Fiscal Year Default
What This Process Does This step will change the default Fiscal Year in the following modules: Financial Management Bank Reconciliation Fixed Assets...
Fri, 12 Nov, 2021 at 9:52 AM
Set/Change Revenue Reference
What This Process Does This process allows you to change/set the reference type on an revenue account in mass. Best Practices This allows you...
Thu, 12 May, 2022 at 9:06 AM
Standard Balance Sheet Codes
What This Screen Shows This screen shows all balance sheet codes created for attachment to a specific fund. Each code shows the following: Numerical ...
Wed, 27 Apr, 2022 at 9:20 AM
Ten Level Expenditure Summary
What This Report Shows This report allows different lengths of the same dimension/component to be included in the sort and totals. Refer to the Report...
Thu, 12 May, 2022 at 9:06 AM
Ten Level Revenue Summary Report
What This Report Shows This report allows different lengths of the same dimension/component to be included in the sort and totals. Refer to the Report...
Wed, 27 Apr, 2022 at 9:19 AM
Trial Balance Report
What This Process Does This report will show Posted Debits and Credits through the selected Fiscal Year and Month along with the Posted Balance for the...
Wed, 27 Apr, 2022 at 9:19 AM
Trial Balance Report by Month
What This Report Shows This report will show Posted Debits and Credits through the selected Fiscal Year and Month along with the Posted Balance for the...
Wed, 27 Apr, 2022 at 9:18 AM
Trial Balance Report w/ Beginning Balance
What This Report Shows This report shows each fund followed by all balance sheet account codes within each fund. The third column shows the beginning ...
Thu, 6 Jan, 2022 at 3:41 PM