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Financial Queries

Link to financial queries that give authorized staff a dynamic and flexible way to view financial data.

You can also access financial queries with the Queries button in FinancialLink.

Note: You must have a Business Systems account and authorization to access EmployeeLink.

Click access in each description to see what rights you need for particular results.

Query name and link Description Link to query features and history
Account Brings up account codes and information about them (account codes represent the basic Chart of Accounts) (more info) (access) October 2004
Accounts Receivable Aging Reflects amount of money owed to the university (more info) (access) October 2002
Accounts Receivable EAP Reflects AR waiver EAP reciprocity (access) February 2003
Active Indexes for an Organization
Easy Query
Presents active indexes for a specified organization number or level one/ two organization (access) December 2002
Adjusted Budget
Easy Query
Reflects permanently budgeted organizations and their sub-accounts (access) February 2005
Award Data For Departments – Detail Shows award information by department, fund, index and organization (more info) (access) January 2006
Award Data For Departments – Summary Shows high-level summary information pertaining to the entire award (more info) (access) March 2004
Balances by Index/ Fund/ Organization/ Program/ Location Shows individual or a combination of Chart of Account balances as of a certain date (access) February 2005
Check or Payment/ Invoice Contains information about checks or payments and invoices that have been processed (access) December 2003
Distribution of Payroll Expense – Financial Breaks out all payroll expenses minus detailed employee benefit information and specific employee searches (access) October 2003
Express Card Cardholder Presents Express Card Cardholder and accounting information (access) March 2007
Express Card Transaction Retrieves Express Card transactions and drilldown to a specific statement (access) September 2006
Express Order Retrieves specific Express Order invoice and payment information (access) October 2005
Federal Express Payment Retrieves specific FedEx check and invoice information prior to April 1, 2010 (more info) (access) December 2003
Fund Shows the fund codes and information about them (access) September 2005
Fund Managers' Gives fund codes that are assigned to a principal investigator or fund manager and gives information about them (access) September 2005
General Ledger Provides information on the balance sheet accounts; this ledger is broken into four main sections: Assets, Liabilities, Fund Balance, and Control Accounts (access) July 2002
General Ledger Monthly Summary Retrieves balance sheet account information and summarized transactions for account codes 100000 through 399999 (more info) (access) March 2003
General Liability Detail
Easy Query
Produces a detailed general liability assessment report (access) April 2004
Index Lists index codes on a certain date and can also list changes and additional indexes since a specified date (access) October 2004
Index, Fund, Orgn and Program Brings up index, fund, organization, and program codes and information about them (more info) (access) September 2004
Indexes for a Fund
Easy Query
Shows which indexes can be used for a fund number (access) May 2001
Journal Voucher
Easy Query
Produces a formatted Journal Voucher Detail report for a specified document number, and displays the document creator, approval, text, and debit or credit amounts (more info) (access) October 2004
Level 4 Fund
Operating Ledger Summary
Returns revenue, expenditure, and transfer account activity for all reporting level funds belonging to the Level 4 fund specified (access) April 2004
Location Brings up location codes and information about them (location codes describe plant assets for plant accounting transactions) (access) May 2003
New Awards For Departments
Easy Query
Presents new Awards based on selected department (access) March 2007
Next Generation Network Recharges Lists total recharge amounts by any combination of index, fund, or organization, or total recharge amounts by title code within organizations (access) August 2004
Next Generation Network Recharges
by Employee

Easy Query
Produces a monthly recharge statement for an employee (access) September 2006
Next Generation Network Recharges
by Index

Easy Query
Produces a monthly recharge statement for a specific index (access) September 2006
Online Transfer Of Funds Reflects fund transfers and/ or FTEs transfers from one budget (access) February 2004
Operating Ledger Detail Activity Contains detailed information about revenue, expenditure, and transfer account activity for all campus organizations (access) April 2004
Operating Ledger Monthly Summary Contains summary information about revenue, expenditure, and transfer account activity for all campus organizations (access) April 2004
Operating Ledger Summary by Account Type Summarizes posted transactional information by account type (access) December 2005
Organization Brings up organization codes and information about them (organization codes describe departments or offices of the university) (more info) (access) October 2004
Overdraft Summary Report
Easy Query
Produces an overdraft report based on the provided parameters (access) May 2006
Payment Authorization Document
Easy Query
Produces a formatted report showing approval, amounts, text (access) January 2003
Permanent Budget Reflects initial budget, transfers, and adjusted balance (more info) (access) February 2005
Program Brings up program codes and information about them (program codes represent the function of the activity) (more info) (access) October 2004
Project Detail Activity Uses project index numbers to get detailed operating ledger information on revenue, expenditure, and transfer account activity (access) October 2006
Purchase Order Accesses information about an individual purchase order, or groups of purchase orders using various qualifiers (more info) (access) November 2004
Ratio Analysis by Organization
Easy Query
Presents a financial report showing an organization's year-to-date expenditures (access) November 2002
Sponsored Projects
AR Aging
Reflect amount of money owed to the university (contract and grants only) (more info) (access) October 2002
Staffing List Detail
Easy Query
Replaces report SLPRT225, and shows department's overall budget status (access) February 2005
Staffing List Exception
Easy Query
Shows which organization/ index/ sub accounts are not in balance between the budget mater and the staffing distributions (access) February 2005
Statement of Operations
Easy Query
Shows a department's revenues and expenses and a final gain or loss for a specified fiscal year (more info) (access) November 2006
Vendor Address Shows vendor names and complete address information (access) August 2004