Finance Query is now available in Self-Service on the Financial Management menu.
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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
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- 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
Finance Query allows users to: |
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Step-by-step Guide
1. Log into Valparaiso University Self-Service using Valpo credentials
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