Finance Reporting Card

Summary

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

Body

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

None

Details

Details

Article ID: 3641
Created
Sat 8/9/25 9:11 PM
Modified
Sat 8/9/25 9:12 PM