How to Check Your Surplus Sales Charges

Go to Surplus Sales Recharge Statement (can by accessed from UCSD network only).

1. Enter the index, which you can find on the receipt you received when you bought Surplus Sales items.
2. Select the starting date.
3. Select the ending date.
4. Click the Continue button.
5. Locate the Surplus Sales Receipt and Transfer number on your Surplus Sales receipt. Match it to the number listed in the REC#/ TRANS# column.
6. Click the LOT# for a detailed summary of each line item.

Access FinancialLink. You must have a valid ACT User ID to access FinancialLink. If you don't have access to FinancialLink, follow the directions on How to Get a User ID (Business Systems).

1. Click the Reports button on the left of the screen.
2. On the Reports screen, choose Operating Ledger under the IFIS Core Reports heading.
3. Log in.
4. Choose the desired Accounting Period.
5. Enter the index, which you can find on the receipt you received when you bought Surplus Sales items.
6. Click the Submit Form button.
7. Scroll down to Supplies and Expenses.
8. Find the following description:
   • SURPLUS SALES
9. Click on the description matching the charge on your Surplus Sales receipt.
10. Locate the Surplus Sales Receipt and Transfer number on your Surplus Sales receipt. Match it to the number listed in the REC#/ TRANS# column.
11. For a detailed summary of each line item, click the LOT#.