Finance Query allows users to:- view detailed budget vs actuals data
- view detailed data for asset, liability, and fund balance
- view data for the current fiscal year, the future fiscal year, and up to 5 closed fiscal years
- drill into the data down to the source document (transaction) level
- export Finance Query data to a .csv format
| Additionally, filter functionality allows users to:- filter financial data using GL account components
- sort and subtotal by component piece
- filter for actual transaction data by a specific date range
- specify a default filter as well as save filters
|
---|
Step-by-step Guide
1. Log into Valparaiso University Self-Service using Valpo credentials
...