Running the Exp Budget Check - Not Budget Checked Query

Overview

Use the UGA_TE_ER_BUDGET_NOT_CHECKED to review the expense reports in your department or unit that have not been budget checked.

You can also access this query using Query Viewer, accessed from the tile on the UGA Financials homepage.

In this article, you will learn how to run the UGA_TE_ER_BUDGET_NOT_CHKD query to find the expense reports from your department that have not been checked for budget.

1. Step 1

Employee Self service homepage displayed with the Travel Authorizations highlighted

First, log into the Financial Management System.

Click the Classic Home tile.

2. Step 2

Financial Managment page displayed with the Basic Add link highlighted

To navigate to the Business Management Workcenter, select:

Main Menu > UGA > Business Management Workcenter

4. Step 4

Business Management Workcenter page displayed with the Budget Check - Not Budget Chk'd link highlighted

In the Expense Reports section, click the Budget Check - Not Budget Chk'd link.

5. Step 5

UGA_TE_ER_BUDGET_NOT_CHKD query page displayed with the Budget Check - Not Budget Chk'd link highlighted

The parameters for the UGA_TE_ER_BUDGET_NOT_CHKD 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 shown here: " 17 " in front of the wildcard (%).

6. Step 6

UGA_TE_ER_BUDGET_NOT_CHKD query page displayed with the View Results button highlighted

Click the View Results button to run the query.

7. Step 7

UGA_TE_ER_BUDGET_NOT_CHKD query results displayed and highlighted

The results of the query are displayed and list the expense reports that are not yet budget checked.

Columns on the report show the Name of the employee, the Expense Report ID and description, the status of the report and the budget check. It also shows when the report was created, when it was submitted, and when it was resubmitted, if applicable.

Note : Data has been distorted to protect employee information.

8. Step 8

UGA_TE_ER_BUDGET_NOT_CHKD query results displayed with the 0100005523 link highlighted

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: 0100005523 link.

9. Step 9

Travel Authorization document displayed and highlighted

A new tab opens in the browser with a view-only summary of the selected Travel Authorization document. You can see the travel and estimate expense details at the top of the page.