Financial Management

Change Receipt Journal ID
What This Process Does Changes receipt journal identifications for selected receipts individually or in mass. A Receipt Journal ID can also be changed...
Wed, 27 Apr, 2022 at 7:49 AM
Change Revenue Account Code
What This Process Does This process allows you to change from one Revenue account code to another one. Best Practices Do Not Create a New Acc...
Wed, 30 Mar, 2022 at 12:22 PM
Chart of Accounts - Maintain
Chart of Accounts Finance → Financial Management → Setup → Financial Management Setup → Chart of Accounts → Maintain/Print Maintain FIELDS Op...
Wed, 27 Apr, 2022 at 7:53 AM
Check Controls Report
What This Report Does This process produces the Check Controls Report. The report will also display change in fund balance for the selected period. ...
Wed, 27 Apr, 2022 at 7:49 AM
Close Project Ending Balances
What This Report Does This report will copy the ending balances from the selected fiscal year to the project's beginning balance. Best Practic...
Wed, 27 Apr, 2022 at 7:51 AM
Combined Account Type - Summary Report
What This Report Shows This report is similar to the Expenditure and Revenue Summary Report, however it includes both account types and G/L (Balance Sh...
Wed, 27 Apr, 2022 at 7:50 AM
Combined Account Type - Summary Report w/ Amendments
What This Report Shows This report is similar to the Expenditure and Revenue Summary Report with Amendments, however it includes both account types and...
Wed, 27 Apr, 2022 at 7:51 AM
Combined Account Type Reports -- Project / Shared Dimension
Project Report What This Report Shows This report will show the beginning balance, debits, credits and ending balance of a dimension shared by both an...
Wed, 27 Apr, 2022 at 7:53 AM
Combined Budget Report with Amendments by Reference Type
What This Report Shows This is a combined budget report that shows an account code's original budget, amendments made to that budget and the current...
Wed, 27 Apr, 2022 at 7:53 AM
Combined Report by Reference Type
What This Report Shows This report combines expenditure and revenue accounts for a selected fiscal year. The information is sorted by expenditure and ...
Wed, 27 Apr, 2022 at 7:51 AM