Viewing Class Codes in the UGA Financial Management System

   Overview   

This article explains the steps to run a query to view all Class ChartFields.

In this article you will walk through the steps to run a query to view all Class ChartFields.

1. Step 1

Employee Self Service drop-down menu selected

First, log into the Financial Management System.

Click the Employee Self Service drop-down menu.

2. Step 2

UGA financial tile selected

Click the UGA Financials link.

3. Step 3

Query viewer tile selected

Click the Query Viewer tile.

4. Step 4

begin with field selected

The Query Viewer page is displayed.

Enter appropriate information into the begins with field.

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

5. Step 5

html link selected

The requested result is displayed. Click the appropriate link.

Example shown here: HTML link for the UGA_GL_CF_CLASS_CF_TBL query.

6. Step 6

download results in excel spreasheet selected

The requested data is displayed.

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

7. Step 7

open button selected

Click the Open button.

8. Step 8

home tab selected on excel file

The Excel file is displayed.

Click the Home tab.

9. Step 9

sort and filter button selected on excel

Click the Sort & Filter button.

10. Step 10

filter button selected

Click the Filter menu item.

11. Step 11

dropdown selected near class field

Click the drop-down list next to the CLASS field.

12. Step 12

Enter appropriate information into the CLASS search field.

Enter appropriate information into the CLASS search field.

Example shown here: " 67* " in the CLASS search field.

13. Step 13

ok button selected

Click the OK button.

14. Step 14

acconts are sorted according to class codes

The Foundation Accounts are sorted according to Class Codes. You can sort and analyze the data in any way you want.