Transaction Detail - Project / Grant
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Select the Budget Management homepage
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Choose the Query Viewer tile
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Enter the beginning of the Query Name, hit Search
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Click on Favorite to add this as a favorite query
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Choose HTML to run the query to your screen or Excel to download the query
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Complete the following fields:
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Enter a Project / Grant
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Enter a Journal From Date and Journal To Date
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Hit View Results
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You may encounter a pop-up blocker when trying to execute a query. Choose and Always Allow.
The resulting screen should look similar to this example.
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The journal dates can be entered several different ways:
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Using the calendar icon to select the dates
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Using slashes
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Entering all the digits (including zeros) without slashes
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You can use a "t" as a shortcut for today's date
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Sample Charges:
Journal ID |
Line Descr |
Notes |
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PR00325537 |
Payroll pay period 07/02/2016 |
Due to confidentiality, you will not find the details within the PS Financials System. You will need to contact Payroll for further information. |
XAC0325599 |
CC 07/25/2016 ST LAWRENCE SUPP |
This indicates a Credit Card charge transaction on 7/25/16 to St. Lawrence Supply. It was processed on an eXpense report. Contact AP for further information. |
XAC0326382 |
ER 0000022418 calger |
This indicates the Expense Report number for userid: calger Contact AP for further information. |
APV0325764 |
FUNDRIVER/P091067/V00256122 |
This indicates Accounts Payable Voucher 256122 processed against PO 91067 to vendor Fundriver. Contact AP for further information. |
APV0326399 |
TUPPERLAKE/V00257117 |
This indicates Accounts Payable Voucher 257117 processed on Disbursement Order to vendor Tupper Lake. Contact AP for further information. |
0000326637 |
PARAGON 09/20/16 - 09/23/16 |
This indicates postage paid on the Paragon meter for the period 9/20/16-9/23/16. Contact Shipping for further information. |
0000326918 |
OIT Local/LD Usage 08/22-09/21 |
This indicates local/Long Distance phone usage for the period 8/22-9/21. Contact OIT for further information. |
0000325673 |
UPS 07/09/2016 |
This indicates postage paid to UPS on 7/9/16. Contact Shipping for further information. |
SF00328821 |
0000000217606 |
This indicates receipt number 217606. Contact the Cashier for further information. |
SF00326665 |
0945190 MS-EM Corporate |
This indicates a Student Financials transaction for student number 0945190 with a brief description of the transaction. Contact the Bursar for further information. |
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If you chose HTML, you can still opt to download the results to Excel using the Excel Spreadsheet hyperlink
Missing Access? Have Questions? Contact Controllers_Office@clarkson.edu