Viewing Foundation Account Budget Balance in the UGA Financial Management System

First, log into the Financial Management System.

Click the Employee Self Service object.

Click the UGA Financials link.

Click the Query Viewer tile.

The Query Viewer page is displayed. Enter appropriate information into the begins with field.

Note: You can enter the entire query name or can do a partial search.

Example shown here: " UGA_KK " in the begins with field.

The search result is displayed. Click the appropriate query link.

Example shown here: HTML link for the Query UGA__KK_DEPT_BUDGET_BALANCE.

The search parameters for the query are displayed. The Fiscal Year, Thru Period, and the Bud Ref fields auto populate. You can change the search criteria for any field.

Enter appropriate information into the  Class  field.

Example shown here: " 67072 " in the Class field.

Click the View Results button.

The requested result is displayed.

Click the Excel SpreadSheet link to open the data into an Excel file.

Click the Open button.

Click in the Enable Editing field.

The Excel file is displayed.

Click the Select All button to select the entire sheet.

Close the Excel tab to switch back to the Query Viewer page.

Click in the begins with field.

Enter appropriate information into the begins with field.

Note: You can enter the entire query name or can do a partial search.

Example shown here: "UGA_KK" in the begins with field.

Click the HTML link for the query UGA_KK_DEPT_EXP_REV_BALS.

The parameters for the specific query are displayed. You can edit/enter information into any of these search fields.

Example shown here: " 67072 " in the Class field.

Click the View Results button.

The requested results are displayed.  

Click the Excel SpreadSheet link to open the data in an Excel spreadsheet.

Click the Open button.