Viewing Cost Share Expenditures

   Overview   

You can run the Cost Share Expenditures query (UGA_GM_OP_COSTSHARE_EXP_DTL) to view a detailed list of cost share expenditures with related transaction IDs. The query can be accessed in the Grants WorkCenter or via Query Viewer on the UGA Financials homepage.

In this article, you will learn to run the Cost Share Expenditures to view a detailed list of cost share expenditures with related transaction ID.

1. Step 1

Financial Management System homepage displayed with Grants tile highlighted

First, log into the Financial Management System.

On the UGA Financials homepage,click the Grants tile.

2. Step 2

Grants page displayed with Grants WorkCenter link highlighted

In the Grants Center menu on the left side of the page, click the Grants WorkCenter link.

3. Step 3

Grants page displayed with Reports/Queries tab highlighted

Click the Reports/Queries tab.

4. Step 4

Grants page displayed with Query Viewer link highlighted

In the Reports/Processes section, click the Query Viewer link.

Note: You can also access this query using the Query Viewer tile from the Financials page.

5. Step 5

Grants page displayed with Back button highlighted

Click the  <<  button to close the Grants WorkCenter menu.

6. Step 6

Query Viewer page displayed with begins with field highlighted

The Query Viewer page is displayed.

Enter the query name " UGA_GM_OP_COSTSHARE_EXP_DTL "  into the  begins with field.

7. Step 7

Query Viewer page displayed with Search button highlighted

Click the Search button.

8. Step 8

Query Viewer page displayed with HTML link highlighted

The searched query is displayed.

Click the HTML link.

9. Step 9

Query Viewer page displayed with Project field highlighted

In the Project field, you can enter a Project ID. If you do not know the Project ID, enter the % sign to display all awards.

Enter appropriate information into the Project field.

Example shown here: " % ".

10. Step 10

Query Viewer page displayed with View Results button highlighted

Click the View Results button.

11. Step 11

Query Viewer page displayed with Excel Spreadsheet link highlighted

The results are displayed. Click the Excel SpreadSheet link to open the document in an Excel file.

12. Step 12

Query Viewer page displayed with Open button highlighted

Click the Open button.

13. Step 13

Excel file displayed with Enable Editing button highlighted

The Excel file opens in a protected view. Click the Enable Editing button to work with the document.

14. Step 14

Excel file displayed with columns highlighted

The Excel file is displayed, showing Chartstring and Accounting Date information. You can filter through the columns to view the information you need.

Scroll to the right to view additional columns.

 

15. Step 15

Excel file displayed with Amount and Journal IDs highlighted

The Amounts and Journal IDs of the transactions are displayed.