Financial Queries
Last Updated: September 4, 2024 4:22:12 PM PDT
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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 | 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 |