Finance Reporting Card

Overview

The Finance Reporting card provides quick access to various financial reports including sponsored project data, budget information, account balances, and organizational reports.

Features / Actions

  • Sponsored Reports - View monthly financial data and reports for sponsored projects and grants.
  • Budget Lookup - Check available funds and budget balances for your department or accounts.
  • Ledger & Balances - Review account activity, transactions, and current balance information.
  • Incomplete Docs - Monitor pending financial documents and their status by department or organization.
  • Dept & Midlevel Report - Access hierarchical financial reports showing nested organizational unit breakdowns.

Additional Images

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