If youâ€™re in charge of your own budget, the portal has some tools to make your life a little easier!
The first tool is called â€śBudget Queryâ€ť, and it is available on the Budget Query portal page under the Finances tab. Clicking the â€śShow Budgetâ€ť link Â allows you to drill-down and see Budgeted Amounts, Encumbered Amounts, Actual Expenditures and Remaining Amounts for any line inside of a functional area.Â Clicking on â€śShow 2 Yr Comparisonâ€ť will give you a two-year comparison of budgeted and spent amounts.Â Additionally, clicking on â€śShow Amount Remaining by Objectâ€ť will give you remaining amounts for each object that you manage.
The second tool on the Budget Query page is â€śWhere did I pay that Vendor From?â€ť Â This tool allows you to find the account that you paid any vendor from in any of your accounts from any fiscal year.Â Clicking â€śView Reportâ€ť will prompt you for a fiscal year, after which a list of vendors paid with corresponding accounts will appear.Â This is a powerful query, so â€śbudgetâ€ť a little time for it to run if you manage a lot of accounts!
One last tool on the Budget Query page is â€śCampus Organization Transactionsâ€ť.Â It allows organizational advisors and controlling members to see transactions into and out-of their accounts.
If you manage restricted donor accounts, the Development office also delivers detailed fund reports via e-mail.Â These reports are delivered the day after new funds are posted.
This TigerTech is a little unusual in that I am asking people NOT to contact ITS if they have any questions! Not that we donâ€™t enjoy hearing from you, but the Business Office is far-better suited to answer any budgetary questions you might have.Â If you have any questions, please contact David Wilhite or Rachel Kirkland in the Business Office.