Versions Compared

Old Version 14

changes.mady.by.user Jennifer Zatarski

Saved on

compared with

New Version 15

changes.mady.by.user Shelby Topping

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Finance Query is now available in Self-Service on the Financial Management menu.

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

...

10. The detailed screen provides a helpful summary of the activity. 


Note, all of the associated documents (vouchers) are hyper-linked for review. Also, when detailing in on a Blanket Purchase Order, you will find that the blanket purchase order is linked to the voucher and the line items within the voucher are displayed. (I cannot see this screen, will add screenshot when access has been udpated) 

11. When presented with the task of analyzing information or creating an ad-hoc report, it may be useful to export the data within Self-Service Financial Management to a .csv file.  To do so, click the “Export” button in the top right of display. There are two options: Download CSV or Detail CSV.  The Download CSV will provide a report similar to the Colleague GLBR report. The Detail CSV will provide a report similar to the Colleague GLBS report.  For reference, the Download CSV (GLBR) option will provide a high-level summary of actual and budget information.  While the Detail CSV (GLBS) option will provide transaction details.  

...