Running the Exp Budget Check - Exceptions-Errors Query

First, log into the Financial Management System.

Click the Classic Home tile.

In the Expense reports section, click the Budget Check - Exceptions/Errors link.

The parameters for the UGA_TE_ER_BUDGET_ERRORS query are displayed.

This search uses Department ID.  You can search using an entire ID number, or you can search for departments using a partial ID number by inserting a % sign as a wildcard.  For example, 17% would return all departments starting with 17.

Leave only the % sign in the field if you want to view all departments.

Example shwon here: " 17 " in front of the wildcard (%).

Click the View Results button to run the query.

Hyperlinks in the query results can link to original documents or pages in view only mode to give more information.

Click the Report ID of the expense report you want to view.

Example  shown here: 01000224220 link

Click the Expense Details link for additional information on this expense report.

Click the Expand All link to view additional information for each line

Click the Expand Accounting Details button to review the charstring for any line on the report.

Click the Collapse All link to close the lines when you are finished with your review.

Click the Close Tab button when your review is complete.

You can click on the hyperlink in the Budget Transaction ID column of the query results to review more information on the budget Exception or error. The Budget Transaction ID shown on a row will be the ID related to the Report ID shown on that same line of the query results.

Example shown here: Budget Transaction ID 0004720173 link.

The Travel and Expense sheet exceptions page is displayed.

The Budget Override tab shows the Ledger Group and Exception type for each line with a Budget Exception. 

Click the Budget Chartfields tab.

To see which line of the report has the exception and to review more specific information, click the Line Exceptions tab.

The Line Values tab shows the accounting chartstring used for the line that encountered the exception.

Scroll to the right to see the line amount.

Click on the Expense Sheet Exceptions tab.

You will see icons on the page that allow you to drill in further to information about the transaction.

A pop up box opens, showing links to other places in the system that will give you more information.

For more information on the budget exception, click the Go to Budget Exceptions link.

When you have completed your review, click the CloseTab button.

You can download data into an Excel spreadsheet for further analysis, if needed.

Click the Excel SpreadSheet  link and follow the prompts to open as an Excel document.

Once the Excel spreadsheet opens, you can add filters to help you sort and view the information you need.

When you are finished, click the Close button.