Viewing Budget Balances with Revenue

Summary

In this article, you will learn the steps to view budget balances and adjust to include revenues by running a query.

Body

   Overview   

This query ( UGA_KK_DEPT_EXP_REV_BALS) shows departmental revenue and expenditures budgets, actuals, and balances by all chartfields. The user can select the fiscal year and can filter by several chartfield selections.

In this article, you will learn the steps to view budget balances and adjust to include revenues by running a query.

1. Step 1

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First, log into the Financial Management System.

Click the drop-down link next to the Employee Self Service menu.

2. Step 2

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Click the UGA Financials link.

3. Step 3

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Click the Query Viewer tile.

4. Step 4

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The Query Viewer page is displayed.

Enter appropriate information into the begins with field.

Example shown here: " UGA_KK_DEPT_EXP_REV_BALS ".

5. Step 5

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Click the Search button.

6. Step 6

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The Query Viewer page is displayed.

Click the HTML link.

7. Step 7

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You can search for specific information using different search criteria.

Example shown here: View Results button.

8. Step 8

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The Search Results page is dis played.

To view results in an Excel SpreadSheet, click the Excel SpreadSheet link.

9. Step 9

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Click the Open button to review the information in Excel.

10. Step 10

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The Excel spreadsheet opens in a new window.

You can filter through different columns to view the information you need.

11. Step 11

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If necessary, scroll to the right to view additional columns.

12. Step 12

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The Budget Balance and Revenue Budget information is displayed.
 

Details

Details

Article ID: 151257
Created
Sun 9/25/22 9:50 AM
Modified
Fri 3/8/24 1:39 PM