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

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First, log into the Financial Management System.

On the UGA Financials homepage,click the Grants tile.

2. Step 2

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

3. Step 3

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Click the Reports/Queries tab.

4. Step 4

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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

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

6. Step 6

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The Query Viewer page is displayed.

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

7. Step 7

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Click the Search button.

8. Step 8

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The searched query is displayed.

Click the HTML link.

9. Step 9

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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

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Click the View Results button.

11. Step 11

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

12. Step 12

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Click the Open button.

13. Step 13

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

14. Step 14

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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

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The Amounts and Journal IDs of the transactions are displayed.