 |
|
|
|
This section concerns the Accounting and Accounts Payable business activities of Clark University, including Monthly Budget Reporting and Online Budget Reporting. |
|
 |
Online Budget Reports
There are two methods available to view your budget reports
online:
- Self-Service Finance, viewed through the CUWeb portal, is the easiest
and fastest way to view online budget reports. To access CUWeb, use the cuweb.clarku.edu link. Using your
Clark username and password, simply log in and go to Finance and Budgets.
- Banner, Clark's
main administrative system. Using your Banner username and password, log
on to prodinb.clarku.edu.
Both methods of viewing budgets require that you have an active
Banner account. If you do not currently have a Banner account but would
like to access your budgets online, complete the form at www.clarku.edu/offices/ais/banneraccess
and send it to Sue Tellier in ITS.
Go to instructions for: Viewing Budgets in CUWeb | Viewing Budgets in Banner
Instructions for Viewing Budgets in CUWeb
Overview
Access to Self-Service Finance through CUWeb
is controlled in the same manner as Banner finance access, using a combination
of FUND and ORGN security.
How to View the Budgets in CUWeb
Budget queries in CUWeb begin in the Budget
Query section of Finance and Budgets. Budget Status by
- Account,
- Organizational Hierarchy
- Budget Quick Query
are the three choices
of types of queries. You can also choose a previously saved query by using
the Retrieve Existing Query drop down menu. Budget Status by Account is often
the best choice for both summary and detail data.
A. When you click the Create Query or
Retrieve Query button, you have the opportunity to choose the columns of data
you would like to see in your report. It is recommended that you choose a
minimum of Accounted Budget, Year to Date and Available Balance. You can
add other columns if you like.
B. After hitting the Continue button,
you have the opportunity to refine your query by Fiscal Year, Fiscal Period (14
for all periods), and Org or Grant number. You must enter either an Org or
a Grant number in this section, but do not have to limit it by fund. A
blank fund box will return all funds. You also have the opportunity to
compare against previous Fiscal Years. If you choose to do so, you must
also enter the Comparison Fiscal Period (and it must be the same period as
Fiscal Period). You may choose to include or exclude revenue accounts by
checking or unchecking the Include Revenue box.
C. When you hit the Submit Query
button, you will now see the Organization Budget Status Report. Only 15
rows appear at a time, so to view more rows, you must click the Next 15 box at
the bottom of the report. You many also download this information to Excel
by clicking the Download All Columns or Download Selected Columns buttons.
Download All will give you all the columns from step A. Download Selected
will only extract the few that you have chosen (likely to be Accounted Budget,
Year to Date and Available Balance for most people). Excel will open in a
popup window, so popup blockers for this page must be turned off.
NOTE: once excel opens, do not close it - use the Back button or you
will be logged out of CUWeb.
D. To see more detail on any given
account, simply click the link in that row under the column you desire to see
information for (most likely Year to Date), and you will be taken to all the
transactions for that particular account via the Organization Budget Status
Detail Report.
E. You can view the details for any
given Document Code by clicking on the blue link in the Document Code
column. In the Detail Transaction Report, click the Document Code again
and you will see the actual invoice or journal voucher information.
On several pages in Self-Serve Finance, you
have the opportunity to Save Query As. By putting a name in that box and
clicking the button, you will be able to save queries that you use all the
time. You may also share your query with others by checking the Shared
box. However, note that once shared, your query name will appear for
everyone using CUWeb. It is recommended that you choose a query name
wisely so that you are able to easily retrieve it each time. Although
others will be able to see your query name, they will not be able to run your
query unless they have security privileges to that fund/org
combination.
When you are finished viewing budget
information in CUWeb, make certain to Exit or close your browser to protect your
data.
|
