1 / 5

EFS UM Reports Non-Sponsored Reports

EFS UM Reports Non-Sponsored Reports. http://www.umreports.umn.edu/ User Login, x.500 ID and password If reports are not saved on your home page, click “search reports” on left column Filter by: Category: Enterprise Financials; Sub Category: Non-Sponsored Reports

hilary-crawford
Download Presentation

EFS UM Reports Non-Sponsored Reports

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. EFS UM ReportsNon-Sponsored Reports • http://www.umreports.umn.edu/ • User Login, x.500 ID and password • If reports are not saved on your home page, click “search reports” on left column • Filter by: Category: Enterprise Financials; • Sub Category: Non-Sponsored Reports • Non-Sponsored Reports (Click) • Chartfield String Budget Status for Current Non-Sponsored Funds (Click) • Select Fiscal Year – Either 2008-2009 or 2009-2010 • Select Accounting Period, July = Period 1, Etc. • Hit “Submit”

  2. Non-Sponsored Reports (cont.) • Enter a Dept ID in the box (i.e., 11135), • Enter a Fund, (i.e., 1000), • Enter a Program (i.e., 20293), • Enter a FinEmplid (i.e., 2103412), Submit • You see the original conversion of old CUFS account and the new version with the new Chartfield 2 (CF2) • You can now give us just the CF2 and we will know which of your accounts to use.

  3. Non-Sponsored Reports (cont.) • When using services outside of ME, you must still give them all chart fields. • To see account budget status, click on “Account Budget Status for Current Non-Sponsored Funds” in right-hand corner • Red, underlined account codes, can be clicked on to view transaction detail • To run another report, hit the browser “back” button until you get to the value you need to enter.

  4. Sponsored Reports • Sponsored Reports (Click) • Sponsored Project Detail Report (Click) • Enter the Project Number (i.e., 00001863), Submit • Enter Acctg Date below: Today’s date, 03/22/2010 • Submit • You only need to give us the Project number when ME is processing transactions. • Areas outside of ME still need the full chart string for sponsored transactions

  5. EFS Notes • To capture all data for non-sponsored, run reports using Fund-Dept ID-Program-EmplID • Then sort by CF2 to view by CF2 • Financial data is updated nightly • Sponsored Reports will continue to be provided monthly by your Administrative Support staff • Check out the new Sponsored Reports • “Sponsored Award Overview” shows all child accounts associated with a Project • You can now name your non-sponsored chart strings

More Related