Last update: 6/4/2018. Grants Management reports
|
|
|
- Isabel Newton
- 5 years ago
- Views:
Transcription
1 GM Last update: 6/4/2018 Grants Management reports
2 Table of Contents Click on a report name to navigate directly to that page. GM011 - Sponsored Research Expenditures Report... 4 GM014 - F&A Revenue Offset Setup Report... 6 GM023 - Multi-Project Summary... 8 GM026 - Project Information Lookup Report GM030 - Award Amount Expected GM033 - Project Account Summary GM035 - Industry Clinical Trial Activity Report GM044 - Sponsored Project Portfolio GM045 - Sponsored Project Budget Statement GM047 - Milestone (Deliverable) Report GM049 - Aging Submitted Proposals GM052 - Faculty Proposal Activity GM054 - Negotiation Notes Report GM055 - Negotiation Status Report GM057 - Faculty Award Activity GM059 - Proposed and Funded Cost Share GM060 - Active Awards - All Roles GM063 - Sponsor Trends: Awards GM064 - Monthly Award Detail GM065 - Proposals Summary by Sponsor Type GM066 - Proposals Summary by Management Area GM067 - Awards Summary by Management Area GM068 - Awards Summary by Sponsor Type GM070 - Awards with Required Cost Sharing NU Report Inventory GM Page 2
3 GM071 - Monthly Proposal Detail GM072 - Award Analysis GM073 - Proposal Success Rate GM074 - Proposal Analysis GM084 - Completed Awards within Three Years - All Roles GM085 - Pending Proposals - All Roles GM086 - Projects Balances Report GM090 - Award Projection Report GM091 - Sponsor Payments Received Report GM092 Subcontract Monitoring Report GM093 Cost Share Commitment Status GM094 Cost Share Journal Details GM095 Clinical Trial Actuals Balance Report NU Report Inventory GM Page 3
4 GM011 - Sponsored Research Expenditures Report Returns Direct Costs, F&A, and Total Costs by Project ID. It can be run for a specific date range by Department, PI, or Award ID. The direct costs on this report may vary from the GM045 - Sponsored Project Budget Statement because this report does NOT include budget-checked expenses that have not yet been approved. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 4
5 NU Report Inventory GM Page 5
6 GM014 - F&A Revenue Offset Setup Report Contains the current demographic data to validate the correct recovery department and percentage has been setup. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 6
7 NU Report Inventory GM Page 7
8 GM023 - Multi-Project Summary This report presents summary award and project data in order to facilitate budgetary and expenditure oversight at the award level for multi-project grants and confirm that the sum of the project budgets is equal to the awarded amount. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 8
9 NU Report Inventory GM Page 9
10 GM026 - Project Information Lookup Report Gives departments the ability to look up active Projects by department ID or project ID. Specifically, Recharge Centers can determine whether expenses can be charged. Report returns basic demographic data on a project such as Department, Title, PI, and Begin/End Dates. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 10
11 NU Report Inventory GM Page 11
12 GM030 - Award Amount Expected Analysis of awarded proposals that are active during a selected time period by breaking down dollars by funding received, funding by anticipated out years, and funding by option years. Navigation: InfoEd_Reports > Projected Proposal/Award Trends NU Report Inventory GM Page 12
13 NU Report Inventory GM Page 13
14 GM033 - Project Account Summary Distributed by the central offices to notify PI s and Business Managers that the Award and Project have been set up in PeopleSoft and spending can begin on the project as well as notifying them of key changes to existing projects. Basic demographic data about the Award and Project is displayed along with the posted budget amounts broken out by Account and Activity. Real-time report. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 14
15 NU Report Inventory GM Page 15
16 NU Report Inventory GM Page 16
17 GM035 - Industry Clinical Trial Activity Report Shows clinical trial activity by Fiscal Year, Sponsor, Department and PI. The activity displayed compares the Total Maximum Award Amount to the Cumulative Expenses to the Total Cash Received. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 17
18 NU Report Inventory GM Page 18
19 GM044 - Sponsored Project Portfolio Used by PI s, Department Administrators, and ASRSP to view budget balances by project and by project/budget category. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 19
20 NU Report Inventory GM Page 20
21 NU Report Inventory GM Page 21
22 GM045 - Sponsored Project Budget Statement Used by PI's, Dept. Admins, and ASRSP to review the status of direct and indirect expenditures against the total budget amount along with project demographic data. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 22
23 NU Report Inventory GM Page 23
24 NU Report Inventory GM Page 24
25 Project drill through (GL076): NU Report Inventory GM Page 25
26 GM047 - Milestone (Deliverable) Report Used by department administrators and PIs in tracking upcoming deliverable due dates to assist in meeting sponsor and institutional requirements. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 26
27 NU Report Inventory GM Page 27
28 GM049 - Aging Submitted Proposals Analysis of the proposals that are pending for a PI, school, or department. Sorted by the number of days since submitted, the report gives the ability to see a list of proposals which may not have been funded. Navigation: InfoEd_Reports > Proposal Aging NU Report Inventory GM Page 28
29 NU Report Inventory GM Page 29
30 GM052 - Faculty Proposal Activity Proposal activity for a specified group of faculty. Navigation: InfoEd_Reports > Faculty Group Proposals/Awards Select next to configure additional prompts for your report or finish to view results. Left side: NU Report Inventory GM Page 30
31 Right side: NU Report Inventory GM Page 31
32 NU Report Inventory GM Page 32
33 GM054 - Negotiation Notes Report Status and note history of the contract negotiations between Northwestern and the sponsor for a particular proposal. Real-time report Navigation: InfoEd_Reports > Negotiation Notes NU Report Inventory GM Page 33
34 NU Report Inventory GM Page 34
35 GM055 - Negotiation Status Report List of proposals with all associated contract negotiations along with the most recent status, comment and comment date. Navigation: InfoEd_Reports > Negotiation Notes NU Report Inventory GM Page 35
36 NU Report Inventory GM Page 36
37 GM057 - Faculty Award Activity Award activity for a specified group of faculty. Navigation: InfoEd_Reports > Faculty Group Proposals/Awards Select next to configure additional prompts for your report or finish to view results. NU Report Inventory GM Page 37
38 NU Report Inventory GM Page 38
39 Left side: NU Report Inventory GM Page 39
40 Right side: NU Report Inventory GM Page 40
41 GM059 - Proposed and Funded Cost Share Proposals with requested and funded cost sharing. Navigation: InfoEd_Reports > Cost Sharing Select next to configure additional prompts for your report or finish to view results. NU Report Inventory GM Page 41
42 NU Report Inventory GM Page 42
43 Left side: Right side: NU Report Inventory GM Page 43
44 GM060 - Active Awards - All Roles Part of the Current, Pending and Completed Support package. All awards for a chosen researcher (any role) that are active during a chosen budget period. The total direct costs, total costs, and effort for the award are displayed along with the total funded for the project. Navigation: InfoEd_Reports > Current, Pending, and Completed Support NU Report Inventory GM Page 44
45 NU Report Inventory GM Page 45
46 GM063 - Sponsor Trends: Awards Comprehensive view of the funding of a proposal as well as an indication of competitiveness across the university. The report displays the total proposed amount and the lead PI's year 1 effort and compares the dollars to the total funded and the lead PI's year 1 awarded effort. Navigation: InfoEd_Reports > Projected Proposal/Award Trends NU Report Inventory GM Page 46
47 Drills to: Drills to: NU Report Inventory GM Page 47
48 GM064 - Monthly Award Detail Comprehensive list of all grants and contracts awarded over a time period. Navigation: InfoEd_Reports > Annual/Monthly Reports Select next to configure additional prompts or finish to view your report. NU Report Inventory GM Page 48
49 NU Report Inventory GM Page 49
50 Left side: NU Report Inventory GM Page 50
51 Right side: NU Report Inventory GM Page 51
52 GM065 - Proposals Summary by Sponsor Type Comparison of the count and dollar total of proposals submitted in a selected month, by sponsor type, as well as a year to month comparison for three fiscal years. Navigation: InfoEd_Reports > Annual/Monthly Reports NU Report Inventory GM Page 52
53 GM066 - Proposals Summary by Management Area NU Report Inventory GM Page 53
54 Comparison of the count and dollar total of proposals submitted in a selected month, by department, as well as a year to month comparison for three fiscal years. Navigation: InfoEd_Reports > Annual/Monthly Reports NU Report Inventory GM Page 54
55 NU Report Inventory GM Page 55
56 NU Report Inventory GM Page 56
57 GM067 - Awards Summary by Management Area Comparison of the count and dollar total of awards received in a selected month, by management area, as well as a year to month comparison for three fiscal years. Navigation: InfoEd_Reports > Annual/Monthly Reports NU Report Inventory GM Page 57
58 NU Report Inventory GM Page 58
59 NU Report Inventory GM Page 59
60 GM068 - Awards Summary by Sponsor Type Comparison of the count and dollar total of awards received in a selected month, by sponsor type, as well as a year to month comparison for three fiscal years. Navigation: InfoEd_Reports > Annual/Monthly Reports NU Report Inventory GM Page 60
61 NU Report Inventory GM Page 61
62 GM070 - Awards with Required Cost Sharing Awards from US sponsors with required cost sharing. Navigation: InfoEd_Reports > Cost Sharing NU Report Inventory GM Page 62
63 Select next to configure additional prompts for your report or finish to view results. NU Report Inventory GM Page 63
64 NU Report Inventory GM Page 64
65 GM071 - Monthly Proposal Detail Comprehensive list of all proposals submitted over a time period. Navigation: InfoEd_Reports > Annual/Monthly Reports Select next to configure additional prompts or finish to view your report. NU Report Inventory GM Page 65
66 NU Report Inventory GM Page 66
67 NU Report Inventory GM Page 67
68 GM072 - Award Analysis Total number of awards and total awarded by school. The first drill through provides the ability to see the total number of awards and total awarded by department. The second drill through gives the detailed award information related to the query. A broad range of prompts allow for specific or wide ranging queries. Navigation: InfoEd_Reports > Proposal/Award Trends Select next to configure additional prompts for your report or finish to view results. NU Report Inventory GM Page 68
69 NU Report Inventory GM Page 69
70 Drills to: Drills to: NU Report Inventory GM Page 70
71 GM073 - Proposal Success Rate Proposal success rate, measured by the percentage of proposals funded divided by the number of proposals submitted to sponsors over a specified time period. Navigation: InfoEd_Reports > Proposal/Award Trends NU Report Inventory GM Page 71
72 Drills to: Drills to: NU Report Inventory GM Page 72
73 GM074 - Proposal Analysis Total number of proposals and total proposed by school. The first drill throughs provide the ability to see the total number of proposals and total proposed by department. The second drill through gives the detailed proposal information related to the query. A broad range of prompts allow for specific or wide ranging queries. Navigation: InfoEd_Reports > Proposal/Award Trends NU Report Inventory GM Page 73
74 NU Report Inventory GM Page 74
75 Drills to: NU Report Inventory GM Page 75
76 Drills to: NU Report Inventory GM Page 76
77 GM084 - Completed Awards within Three Years - All Roles Part of the Current, Pending and Completed Support package. All awards that have been completed within the past there years from a chosen date for a research are displayed. Navigation: InfoEd_Reports > Current, Pending, and Completed Support NU Report Inventory GM Page 77
78 NU Report Inventory GM Page 78
79 GM085 - Pending Proposals - All Roles Part of the Current, Pending and Completed Support package. All proposals that are still pending for a research are displayed along with the year 1 requested effort and total proposed dollars. Navigation: InfoEd_Reports > Current, Pending, and Completed Support NU Report Inventory GM Page 79
80 NU Report Inventory GM Page 80
81 GM086 - Projects Balances Report Similar to GM044 Sponsored Project Portfolio, but with added data fields including ASRSP GCFA Name, Award ID/ Sponsor ID, Start and End dates. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 81
82 NU Report Inventory GM Page 82
83 Left side: Right side: NU Report Inventory GM Page 83
84 NU Report Inventory GM Page 84
85 GM090 - Award Projection Report This report contains InfoEd awarded direct and indirect budgets prorated to a fiscal year value based on the award status, period start and end dates. Includes Clinical Trial awards with a billing method of As Incurred. The amounts are then totaled for the fiscal year time frame. This report does not include fixed price clinical trials or actual NUFinancials expenses. Navigation: InfoEd_Reports > Projected Proposal/Award Trends NU Report Inventory GM Page 85
86 NU Report Inventory GM Page 86
87 NU Report Inventory GM Page 87
88 GM091 - Sponsor Payments Received Report This report presents details of payments received by contract, with a breakout by project. Payment activity includes all forms of payments as well as a subset of write-offs and other maintenance items. Note: For converted non-clinical awards, payment data prior to December 2008 is not available. Navigation: School > Sponsored Programs Management Second page of Optional Prompts: NU Report Inventory GM Page 88
89 NU Report Inventory GM Page 89
90 NU Report Inventory GM Page 90
91 GM092 Subcontract Monitoring Report The GM092 includes a complete list of fully-executed subcontracts, with current status for funding, disbursement, and burn rates (percent disbursed). Subcontracts will not be listed on the report until the IE Executed date is populated in InfoEd. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 91
92 Second page of Optional Prompts: NU Report Inventory GM Page 92
93 NU Report Inventory GM Page 93
94 Right side of Report: NU Report Inventory GM Page 94
95 GM093 Cost Share Commitment Status Presents revenue and expense data from NUFinancials Commitment Control for sponsored projects with cost sharing. It grants users a multi-year view of budget, revenue and expense on cost share funds, which elsewhere is available only on a single fiscal year basis. It also provides a comprehensive view of all departments committing cost share funds to a given sponsored project. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 95
96 NU Report Inventory GM Page 96
97 GM094 Cost Share Journal Details Presents a detailed list of revenue transfers made to support cost share expenditures, as well as budget journals used to establish revenue budgets for departments contributing funds to support the cost sharing. It may be run independently or via a drill on project id from the GM093. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 97
98 NU Report Inventory GM Page 98
99 GM095 Clinical Trial Actuals Balance Report Used by PI s, Department Administrators, Schools, and ASRSP to review the actual balances for Clinical Trial contracts by fiscal year end and inception-to-date on direct cost expenses with and without F&A, Encumbrances, payments received, budget amount and Open A/R along with some contract demographic data. Navigation: School > Sponsored Programs Management NU Report Inventory GM Page 99
100 NU Report Inventory GM Page 100
101 NU Report Inventory GM Page 101
Introduction to PeopleSoft Grants 9.2
Introduction to PeopleSoft Grants 9.2 InfoEd to PeopleSoft Award integration Master-Child proposals Basic PeopleSoft grant navigation and attributes Demo Questions? Next sessions in the Grants Team Talks
Last update: 11/1/11. General reports
GE Last update: 11/1/11 General reports Table of Contents Click on a report name to navigate directly to that page. GE001 Publish ChartField Data for Consumption by Other Systems... 3 GE002 - Transactional
Budget Reconciliation. Cover Page. Course FMS723
Budget Reconciliation Cover Page Course FMS723 Resources Training Curriculum http://ffra.northwestern.edu/training/curriculu m.html FMS114 Cognos Report Reading FMS504 Reports in Sponsored Research HELP
Outgoing Subcontracts Updates
ACCOUNTING SERVICES FOR RESEARCH AND SPONSORED PROGRAMS () Subcontracts & Transaction Processing Updates Semi-annual Networking Event February 2017 Semi-annual Networking Event February 2017 Kathy Watson,
Roles and Responsibilities for Post Award Management
Office of the Vice President for Finance Office of Research Administration Roles and Responsibilities for Post Award Management The following document outlines the current central and non-central roles
NUFinancials PeopleSoft Upgrade
NUFinancials PeopleSoft Upgrade December 2013 Agenda Overview Fun Favorites and scrollable grids Training Opportunities Grants Reports Updates GL008 Improvements Cash Receipt Ticket (CRT) Changes Transaction
University Financials. Reporting. Financial Reporting User Manual
University Financials Reporting Financial Reporting User Manual Copyright 2004 by the Trustees of Princeton University Created by the Documentation & Standards group of OIT Information Systems, in partnership
Abila MIP Fund Accounting
Page 1 Fund Accounting Feature Compare Make an informed decision when you choose your fund accounting system. Use this checklist during your evaluation of Fund Accounting. Write in the names of up to two
WCRO100 Building the Future of Rutgers Procurement Reporting and Analytics
U_RPT_1001 U_RPT_1002 U_RPT_1003 U_RPT_1004 U_RPT_1005 U_RPT_1006 WCRO100 Building the Future of Rutgers Procurement Reporting and Analytics Project Procurement-to-G/L Procurement Reconciliation report
UAccess FINANCIALS & ANALYTICS The Reconciliation Process
UAccess FINANCIALS & ANALYTICS Arizona Board of Regents, 2014 THE UNIVERSITY OF ARIZONA updated 11.13.2014 v.3.02 For information and permission to use our PDF manuals, please contact uitsworkshopteam@listserv.com
Research Administration Services (RAS) Invoicing Reference Manual. July 2013 V 1.0
Research Administration Services (RAS) Invoicing Reference Manual July 2013 V 1.0 2 INVOICING REFERENCE MANUAL CONTENTS Table of Contents INVOICING OVERVIEW... 5 PROCESS MAP... 11 JOB AIDS... 13 CHECKLIST...
March 15th, /12/2019 WASHINGTON STATE UNIVERSITY. Subcontracting. Overview. Recording date of this workshop is
Subcontracting Presented by: Anke Moore, SPS Lucas Sanchez, ORSO November 2018 Recording date of this workshop is March 15th, 2019 Some of the rules and procedures discussed in this workshop are subject
OPAFS favorite FinLink reports and why they should be yours, too. OPAFS Forum
OPAFS favorite FinLink reports and why they should be yours, too OPAFS Forum Index List Prefix only Org only Active only Index List Chart Query Report Index Summary Inception to Date: great when you have
MONTH END CLOSING INSTRUCTIONS FOR ACTUALS LEDGER
MONTH END CLOSING INSTRUCTIONS FOR ACTUALS LEDGER Revised by Financial Operations 05/20/2009 Month End Closing Instructions for ACTUALS Ledger CONTENTS: OVERVIEW 3 HELP 5 DETERMINING IF A BUSINESS UNIT
21 & 22 Account Overview. Presented by Campus Services
21 & 22 Account Overview Presented by Campus Services Overview Definitions Account Request Process Review of 21 and 22 Accounts Business Plan Billing Rates Three Year Projection Budgets Checklists Viewing
Contents Getting Started... 7 Sample Dashboards... 12
P6 Analytics Reference Manual Release 3.4 September 2014 Contents Getting Started... 7 About P6 Analytics... 7 Prerequisites to Use Analytics... 8 About Analyses... 9 About... 9 About Dashboards... 10
Solve your Finance Reporting problems and then some! Alliance 2013
Solve your Finance Reporting problems and then some! Alliance 2013 Presenters Sameer Dani Architect, Financial Analytics Sameer.Dani@Phytorion.com 949-351-6007 Agenda Phytorion Background Financials Data
Campus User Guide Accounts Receivable Report
Functional Area Accounting: Extramural Funds Related System Agency Billing System Collections Are a Team Effort Campus User Guide Accounts Receivable Document Authors & Contributors: Pauline M. Librenjak
Frequently Asked Questions. Effort is the proportion of time spent on any activity and expressed as a percentage of the total professional activity
Q: What is effort? Effort is the proportion of time spent on any activity and expressed as a percentage of the total professional activity for which an individual is employed by the institution. Q: What
Grant Subcontract Requisition
System Grant Subcontract Requisition Table of Contents Grant Subcontract Requisition- Getting Started... 2 Step 1: Create a Grant Subcontract Requisition... 6 Step 2: Enter Grant Subcontract Information
MINOR PROJECTS BUDGET FLOW (Appropriated and Department Funds)
MINOR PROJECTS BUDGET FLOW (Appropriated and Department Funds) MINOR PROJECTS 1. Establishment of Projects 2. Contracts and PO s 3. Payments 4. Project Close Out Minor Projects PECO Funded Minor Projects
Activant Prophet 21. Perfecting Your Month and Year End Closing Routines
Activant Prophet 21 Perfecting Your Month and Year End Closing Routines This class is designed for System Administrators Operation Managers Accounting Managers Objectives Suggested month end and year end
P6 Analytics Reference Manual
P6 Analytics Reference Manual Release 3.2 December 2013 Contents Getting Started... 7 About P6 Analytics... 7 Prerequisites to Use Analytics... 8 About Analyses... 9 About... 9 About Dashboards... 10
Grants and Contracts Accounting Testing
GC1 PROJECT/AWARD/CONTACT SETUP (complete combo edit for all new projects) (OSP to GCA) GC1-1 Generate a preliminary project, set up the Project, combo edit. Verify notification emails. Verify no award
INTRODUCTION SECTION A UNIVERSITY OF MAINE SYSTEM FINANCIAL ACCOUNTING SYSTEM PAGE. Purpose Objectives General Description...
PAGE Purpose... 2 Objectives... 3 General Description... 3-6 10/19/01 1 PURPOSE This manual is intended to be a guide to understanding and using the Financial Accounting System (FAST). This system was
Delivered Report User Guide - Research
Financial Reporting for UW account holders is done electronically on FORE. Electronic Financial Statements are generated by a process called bursting after the month end close. FORE users are notified
Grants Management in ConnectCarolina
Grants Management in ConnectCarolina For Research Administrators August 26, 2014 September 4, 16 & 23, 2014 1 Grants Management Suite Grants Accounts Receivable Grants Management Suite Contracts Billing
Day in the Life of ASRSP 9/17/15 OSR Monthly Meeting. Kathy Mustea, GCFA Accounting Service for Research & Sponsored Programs
Day in the Life of ASRSP 9/17/15 OSR Monthly Meeting Kathy Mustea, GCFA Accounting Service for Research & Sponsored Programs Vice President of Business and Finance Nim Chinniah Assoc. VP for Financial
Oracle ERP Cloud Period Close Procedures
Oracle ERP Cloud Period Close Procedures Release 13 O R A C L E W H I T E P A P E R A U G U S T 2 0 1 7 Table of Contents Introduction 8 Chapter 1 Period Close Dependencies 9 Chapter 2 Subledger Accounting
Available PeopleSoft Reports, Queries, and Inquiries: Financials and HR
Available PeopleSoft Reports, Queries, and Inquiries: Financials and HR Financial Reports, Queries and Inquiries (Navigation) Financial Reports Operating Budget Report (UVM Reports>Budget Reports) Monthly
1. I am sure you have all seen this Overview before. As you can see, the Grants
0. Good morning! I am Diane Warfield with the UF Team Sponsored Programs and Billing/AR. I am pleased to bring you this brief discussion on PeopleSoft s Contracts, Billing, and the impact on the University
GRANTS AND CONTRACTS BILLING POLICY
GRANTS AND CONTRACTS BILLING POLICY PURPOSE The purpose of this policy is to establish guidelines for Grants and Contracts billings that will allow for: Receivable amounts to be properly recorded in the
COGNOS CAMPUS REPORTS. Descriptions and Use
COGNOS CAMPUS REPORTS Descriptions and Use IMSS Created: 1 November 2011 Version 2: 1 February 2012 TABLE OF CONTENTS Campus Reports Overview... 4 Grants Accounting (GA) Datamart... 5 Data Access... 5
ERS Coordinator Manual Version UNIVERSITY OF CALIFORNIA. Santa Barbara. Effort Reporting System Guide
ERS Coordinator Manual Version 10.10 UNIVERSITY OF CALIFORNIA Santa Barbara Effort Reporting System Guide B U S I N E S S & F I N A N C I A L S E R V I C E S Extramural Funds Accounting Contacts Rudy Moreno,
Frequently Used Project Lifecycle Financial Reports
Frequently Used Project Lifecycle Financial Reports Overview Project Lifecycle Reports are used to provide information on Sponsored, Capital, and other projects that have Project Life budgets and activity.
Senior Administrative Retreat. Overview of Financial Services Division July 14, 2017 Presented by Liz Metzger
Senior Administrative Retreat Overview of Financial Services Division July 14, 2017 Presented by Liz Metzger What Do We Do? Prepares the consolidated annual audit report each year Primary liaison with
Controller s Office Actions
Controller s Office Actions Manage incomplete transactions for: o Payroll, payables, Banner, Student Accounts Receivable, FAMs, and Pinnacle interface issues o Scholarchip and clinical trials revenue o
Reporting Training Manual GINA
Reporting Training Manual GINA Revision Date: 1 August 2018 T A B L E O F C O N T E N T S Introduction...2 Generate a Report...5 Reporting Revised as of 1 August 2018 Page 1 I N T R O D U C T I O N Several
Florida State University
Florida State University Managing Sponsored Research Financial Data Made Easy as 124! Session #27496 March 2, 2010 Florida State University Current Enrollment 40,255 Total Awards FY2009 $200 M illion FSU
Aviation Specialties Unlimited 1. Contract (Fixed Price Contract)
Aviation Specialties Unlimited 1. Contract (Fixed Price Contract) Overview Key Setup Setup Customer Setup Quote Create Sales Order Setup Contract (Project) Setup Advance Billing (Deposit) Acquire Inventory
Job Aid. Enter a Rate Based Contract
Job Aid Enter a Rate Based Contract Note: This job aid does not contain agency specific procedures. Before proceeding, please check with your individual agency procedures for specific set up of Customer
University Reports - Financials Structure Spring 2011
Financials Asset Management University Reports - Financials Structure Spring 2011 AM-01 Asset Detail Report AM-02 Asset Dept Bldg Information - Capital Assets AM-03 Asset Dept Bldg Information All Assets
PEOPLESOFT GLOSSARY. PeopleSoft Glossary
PEOPLESOFT GLOSSARY Account - The Account chartfield categorizes the nature of a transaction as a specific type of revenue, expense, asset, or liability. Accounting Date - The accounting date indicates
Introduction to AR PeopleSoft Grants 9.2
Introduction to AR PeopleSoft Grants 9.2 Introduction to Accounts Receivable Incoming Payment Methods Clinical Trial/Dept. Invoiced Payments Tools to Research Payments Received CU Data Reporting Demo Contact
Summit A/P Voucher Process
Summit A/P Voucher Process Copyright 2010 2 Contents Accounts Payable... 4 Accounts Payable Setup... 5 Account Reconcile Protection.... 5 Default Bank Account... 5 Default Voucher Method - Accrual Basis
Kuali and edata Glossary of Terms
Kuali and edata Glossary of s Overview: This glossary is a compilation of the business and technical terminology relevant to the Kuali and edata. Purpose: The purpose of this glossary is to foster common
SYNC-Results Nonprofit Consulting Group - Dallas
- Dallas 817-829-6188 The Raiser s Edge Guide: Events Customized for Clients by Page 2 of 31 Table of Contents Introduction... 4 Navigating the Event Record... 6 Creating & Managing an Event... 7 Creating
Report Basics. Where do I go for additional help? How do I navigate to the report?
Report Basics What is the purpose of this report? The Transaction Detail by Chartstring provides a list of all transactions posted to a chartstring in PeopleSoft. The report displays transaction details,
Contents Getting Started... 9 Sample Dashboards... 17
Analytics Reference Guide 16 R1 March 2016 Contents Getting Started... 9 About Oracle Primavera Analytics... 10 Prerequisites to Use Primavera Analytics... 11 About Analyses... 11 About s... 12 About
CFS Reporting: Data Warehouse
CFS Reporting: CSU 101 March 6-9, 2011 Monterey Kelly Cox Senior Manager, Systemwide & Chancellor s Office Accounting Finance Only Chartfields/Attributes Ledger Summary Transaction Detail Application Highlights
Purchasing NUFinancials Upgrade Transition Workshop May Jim Konrad, Procurement and Payment Services Virginia Robbins, Northwestern IT
Purchasing NUFinancials Upgrade Transition Workshop May 2017 Jim Konrad, Procurement and Payment Services Virginia Robbins, Northwestern IT 1 What are we doing today? Things to keep in mind What s Changing?
End User Training By Role April 21, 2004
End User Training By Role April 21, 2004 Role UF_AM_Custodian UF_AP_Inquirer UF_AP_VCHR_Processor Description Available Training Course Descriptions Holds physical custody (Instructions will be provided)
Table of Contents. Job Deposits Deposit Received Prior to Customer Creation New Job Creation... 22
Table of Contents Job Costing Accounting Methods... 4 Job Setups... 6 Financial Setups... 6 Job Management Setup Processing... 6 Install Company... 8 Job Type... 9 Non-Financial Setups... 10 Job Tasks...
Microsoft MB6-871 Exam Questions & Answers
Microsoft MB6-871 Exam Questions & Answers Number: MB6-871 Passing Score: 700 Time Limit: 180 min File Version: 40.2 http://www.gratisexam.com/ Microsoft MB6-871 Exam Questions & Answers Exam Name: Microsoft
EFFORT COORDINATOR GUIDE TO ECRT
EFFORT COORDINATOR GUIDE TO ECRT CONTENTS Introduction to ECRT... 3 Data sources in ECRT... 3 To access ECRT... 3 To Exit ECRT and SIGN OUT... 4 Managing the Effort Certification Process... 5 The Timeframe...
PROCEDURES AND PAPERFLOW
PROCEDURES AND PAPERFLOW I. Purchasing A. Purchase Orders 3 1. Special Orders 3 2. Stock Order 3 3. Printing 3 4. Monitoring 4 5. Acknowledging 4 II. Inventory Movement 5 A. Inventory Receiving Worksheet
OMNI AR/Billing: Create Contract (Revenue- Generating/Commission) Detailed Business Process Guides ACONTRACTS1A
OMNI AR/Billing: Create Contract (Revenue- Generating/Commission) Detailed Business Process Guides ACONTRACTS1A This guide illustrates how to enter a contract for a commission-type contract. This type
COLLEGE OF AGRICULTURE, FOOD & ENVIRONMENT FY19 YEAR END CLOSING SCHEDULE
COLLEGE OF AGRICULTURE, FOOD & ENVIRONMENT FY19 YEAR END CLOSING SCHEDULE AG Due Date Type Business Transaction Dept. Contact Information 4/15/2019 Req/ PO 5/17/2019 Req/ PO 6/3/2019 6/4/2019 JV's 6/4/2019
eprocurement and Purchasing v9.2 Queries and Reports
eprocurement and Purchasing v9.2 Queries and Reports eprocurement and Purchasing Queries To access a B-defined query: 7 Select Reporting Tools > Query > Query Viewer (or Query Manager) Enter the Query
Cash Management Procedure
Office of Research and Sponsored Programs Issued: January, 2008 Implemented: March, 2008 BACKGROUND Payments for sponsored projects are typically received by the Cashier s Office, by the Office of Research
PEOPLESOFT GLOSSARY. Accounts Payable - The record of money that the University owes to outside suppliers.
PEOPLESOFT GLOSSARY Account - The Account chartfield categorizes the nature of a transaction as a specific type of revenue, expense, asset, or liability. Accounting Date - The accounting date indicates
Reports in Profit Center Accounting (Revenues and Expenses) NOTE: NOTE:
Reports in Profit Center Accounting (Revenues and Expenses) The University of Mississippi 1/2012 R/3 Path Accounting > Controlling > Profit Center Accounting > Information System > Reports for Profit Center
FREQUENTLY ASKED QUESTIONS (FAQ)
FREQUENTLY ASKED QUESTIONS (FAQ) Am I responsible to enter Receipts on PeopleSoft? If you take delivery of goods from a vendor, you may be required to enter the receipt on PeopleSoft. If you certify performance
General Ledger Reports Manual PSFIN V9.2
General Ledger Reports Manual PSFIN V9.2 Information Technology Services Version 3.0 Last Updated: 03/14/2015 Table of Contents Table of Contents General Ledger Reports... 6 GLX8530: Budget Checking Batch
Human Resources. The HR Guide to Retirement Manager. Version 1 Updated 3/5/2010
South Dakota Board of Regents Human Resources/Finance Information Systems Version 1 Updated 3/5/2010 Table of Contents Human Resources Introduction... 4 Overview... 4 Intended Audience... 4 Documentation
FINANCIALS EPM SUBJECT MODULE AND REPORTING TABLES Last Updated March 13, 2017
General Ledger Subject Area Detail Payroll Financials View (CTW_DET_PAYFN_VW) This table is a view version of the EPM Payroll reporting table, CTW_DET_PAYROLL that returns detailed payroll data for only
HRS102: myhr Deployed Funding
Entering Payroll Journals Payroll Journals are used to correct the university chartstring or sponsored account to which an individual s paycheck was originally charged. Payroll Journals must be entered
General Contractor Instructions Electronic Payment Application (epayapp) Schedule of Values Creating and Submitting
General Contractor Instructions Electronic Payment Application (epayapp) A. Introduction 1. It is the GC s responsibility to input their schedule of values into UA s electronic payment application system
Fiscal Year End Deadlines and Procedures
Fiscal Year End Deadlines and Procedures August 2011 Agenda Year-End Overview General Ledger Payment and Procurement Services Deposits and Receipts Grants Suspense Budget Questions/Open Discussion 2 Year-End
Department Reconciliation Guidelines For Reconciling Payment and Receipt Transactions to WISDM
Department Reconciliation Guidelines For Reconciling Payment and Receipt Transactions to WISDM Purpose of the Reconciliation: The reconciliation of payment and receipt transactions to the accounting system
CORE reporting & data retrieval system
CORE reporting & data retrieval system CORE: BI Query/Data Warehouse (BIQ/DW) Style Reports & Screens CORE: BIQ/DW Style Features: Report content equal to or better than BIQ/DW report Resembles the BIQ/DW
Complete List of QuickBooks 2009 for Mac Reports
Complete List of Reports Take better control of the money coming in and going out of your business. QuickBooks 2009 for Mac has the robust, easy-to-use financial management tools, reports, and business
Chapter 11 Vendors & Purchases. Copyright 2009 by The McGraw-Hill Companies, Inc. All Rights Reserved.
Chapter 11 Vendors & Purchases McGraw-Hill/Irwin Copyright 2009 by The McGraw-Hill Companies, Inc. All Rights Reserved. Vendors & Purchases Chapter 11 begins Part 3 of the book: Peachtree Complete Accounting
ReCPro TM User Manual Version 1.15
Contents Point of Sale Module - Inventory... 2 Inventory Categories... 5 Inventory Adjustments... 5 Price Update... 7 Inventory Sale Price Update... 9 Inventory Availability... 10 Vendors... 12 Vendor
Reports. REFERENCE QUICK GUIDE Acumatica ERP 6.1
Reports REFERENCE QUICK GUIDE Acumatica ERP 6.1 Contents 2 Contents Copyright... 3 Customer Management Reports... 4 Project Reports... 6 Time and Expenses Reports... 7 General Ledger Reports... 8 Cash
Volume 7.2 UNIVERSITY OF NEVADA, LAS VEGAS. Purchasing & Contracts Department. MUNIS User Manual
Volume 7.2 UNIVERSITY OF NEVADA, LAS VEGAS Purchasing & Contracts Department MUNIS User Manual MUNIS V7.2 PURCHASING & CONTRACTS DEPARTMENT MUNIS Volume 7.2 User Manual University of Nevada, Las Vegas
CLAIMING ARRANGEMENTS
WELSH EUROPEAN FUNDING OFFICE 2014-20 CLAIMING ARRANGEMENTS INSTRUCTIONS FOR LEAD BENEFICIARIES 30/01/2015 Contents 1 Introduction 4 2 4 2.1 Claiming Periods 4 2.2 The Delivery Profile 4 2.3 Eligible Expenditure
Customer Relations Advisory Council
OVERVIEW Recently the Project Management Office for ufbridges established a new team to implement PeopleSoft s Receivables, Billing, and Contracts for non C&G transactions. While these applications are
Printed in the USA by: clubsystems group, inc.
Copyright 2012 All rights reserved. This book is for the use of the clients and customers of clubsystems group, inc. in conjunction with their software. This book may not be duplicated in any way without
ARC System Upgrade. What s New with 9.2. Presentations: January & February 2017
ARC System Upgrade What s New with 9.2 Presentations: January & February 2017 Welcome and Introductions Presenters: Kate Sheeran, Executive Director, Finance HR, Training & Change Management Paul Reedy,
Garbage In - Garbage Out: Navigating through Bad Data to Perform Common Grant Accounting Tasks
Garbage In - Garbage Out: Navigating through Bad Data to Perform Common Grant Accounting Tasks Robert Cohen Senior Manager, Higher Education and Academic Medical Centers, Attain, LLC Martin Smith Manager,
Pentagon 2000 Software. Month End Closing Procedures. Version 8.0
PENTAGON2000 Software, Inc. QUICK REFERENCE GUIDE Pentagon 2000 Software Month End Closing Procedures Version 8.0 Pentagon 2000 Software, Inc. 15 West 34 th Street 5th Floor New York, NY 10001 Important:
MyTASC Client Online Guide
MyTASC Client Online Guide Welcome to COBRAToday and the benefits of COBRA. We hope you will find COBRAToday to be an efficient and valuable service. Our website is www.tasconline.com and is referred to
Year End Close FY11 Highlights Pertinent OSA Information Identify and Prevent Future Postings Frequently Asked Questions. APPENDIX 1 Process Steps
Year End Close FY11 Highlights Pertinent OSA Information Identify and Prevent Future Postings Frequently Asked Questions APPENDIX 1 Process Steps 2 Departments will be required to clear OSA balances by:
FREQUENTLY ASKED QUESTIONS (FAQ)
FREQUENTLY ASKED QUESTIONS (FAQ) Am I responsible to enter Receipts on PeopleSoft? If you take delivery of goods from a vendor, you may be required to enter the receipt on PeopleSoft. If you certify performance
Gateway Channels for Banner 7.0
Gateway Channels for Banner 7.0 Banner 7.0 will provide enhanced integration with the Gateway Portal by offering a number of channels that present information from Banner and Banner Self-Service to users
HUMAN SUBJECT PAYMENTS
HUMAN SUBJECT PAYMENTS Stacy King Wendell Vest Melinda West May 5, 2015 Evaluation and Assessment of Needs Vendor Selection and Implementation Payment Administration Benefits and Lessons Learned OVERVIEW
Treasurer s Town Hall
Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer Camden Campus Center December 9, 2016 Agenda Cornerstone Project Updates RU Marketplace
MAJOR PROJECTS BUDGET FLOW (Appropriated Funds) MAJOR PROJECTS 1. Establishment of Projects 2. Contracts and PO s 3. Payments 4.
MAJOR PROJECTS BUDGET FLOW (Appropriated Funds) MAJOR PROJECTS 1. Establishment of Projects 2. Contracts and PO s 3. Payments 4. Project Close Out Major Projects Major Project not on original request Strategic
MAXIMUS Effort Reporting System. CBA Meeting on 10/08/2015
MAXIMUS Effort Reporting System CBA Meeting on 10/08/2015 Why MAXIMUS Effort System It is an online Web-based system with email notifications that replaces the manual process and paper certification forms
Arizona s First University. Managing Accounts
Arizona s First University. Managing Accounts General Points Expenditure Approval Cost Transfers Topics Distribution of Income and Expense Error Certifications Backstops SPS Analytics: Dashboard Reports
Epicor ERP Project Billing - Fixed Fee Course
Epicor ERP 10.0.700.2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional
Memberships Guide. Detailed Overview of The Reports in The Envision Software
Memberships Guide Detailed Overview of The Reports in The Envision Software I Envision Cloud Memberships Guide Table of Contents Part I Introduction 1 Part II Setup Membership Programs 1 1 Membership General
Activant Prophet 21. Month/Year End Processing
Activant Prophet 21 Month/Year End Processing This class is designed for System Administrators Operation Managers Accounting Managers Objectives Suggested month end and year end procedures This course
ENTRY AND INVOICE MASTER ENTRY SCREENS: SEARCHING FOR INVOICES
AR INVOICE ENTRY ENTRY AND INVOICE MASTER ENTRY SCREENS: SEARCHING FOR INVOICES Select the Invoice Entry screen from the AR menu to: Search for Accounts Receivable invoices. Enter invoice information,
PeopleSoft Glossary. Accounts Payable - The record of money that the University owes to outside vendors.
PeopleSoft Glossary Account - The Account chartfield categorizes the nature of a transaction as a specific type of revenue, expense, asset or liability. A Accounting Date - The accounting date indicates
HOW TO... Use Job Cost Allocations in COINS Ti
Date: April 12, 2012 Document Version: 0.1 Earliest available version of COINS: COINS Ti These notes are published as guidelines only. This How to Guide may contain recommendations about configuration
CRP 1 Orientation A guide for participants in the CRP 1 process. October 19, 2017
CRP 1 Orientation A guide for participants in the CRP 1 process October 19, 2017 Agenda Time Line and Methodology Reminder What Is CRP 1 and What It Is Not CRP 1 Goals and Objectives Team Lead Session
2(a) Client Admin Review Profile Setup for B Form Filing (small employers with selfinsured
ACA IRS Dashboard Review This process outlines out to review the ACA IRS Dashboard and verify setup of profiles for each FEIN. Teams and clients are encouraged to review each profile setup thoroughly prior
International Institute of Tropical Agriculture
ORACLE GL USER MANUAL ORACLE FINANCIALS USER GUIDE International Institute of Tropical Agriculture General Ledger Author: Oracle Implementation Team Creation Date: October 22, 2001 Last Updated: Control