Featured Reports of the Month

These reports can assist you with Fiscal Year End tracking and analysis.

FIN-Available Balance Rpt
- This report provides you with your "real time" funds availability.

FIN-FY Encumbrance Listing - Want to know where you stand going into the
fiscal year-end crunch time?  Check your PO balances here.  This report includes original amounts, change orders, invoice payments and the current available balance.  You can even view your closed (zero $) PO's.

GRNT-Negative Balance Report - Seeing RED!  This report identifies grants/orgs in a deficit position.

HR - Monthly Earnings by Employee - Need to monitor your monthly salary
expenses more closely?  This report provides you with a monthly trend analysis of department salary expenses.

HR - Overtime Trend Rpt - Are overtime cost driving your expenses up?  The Overtime Trend Rpt will provide you with the data you need to monitor premium overtime and straight time overtime cost on a monthly basis.


FIN - Monthly Operating Rpt - Are you looking for a report that will allow you to do trend analysis?  The Monthly Operating Rpt compares current period expenses to prior month and prior year averages.

Some New Reports…...


IDT charges getting you down?  The FIN-IDT Transaction Report provides transaction detail by IDT area that can assist you in tracking charges and identifying
problematic transactions. 

Still hand writing all those change of source of funds forms?  The WS-Change of Source of Funds Form is available so you don't have to manually prepare those forms anymore.  The form is formatted to data fill all the necessary Banner information to complete a COSF request.  So go ahead, change that source of funds!

Need Banner Access Forms?  The SEC-Confidentiality Statement, SEC-Dept Access Request Form and SEC-General Access Request Form are now included as part of the Library.  You can type directly on line and print the form or forms for signature.  Just think, no more complaints about your handwriting!

Some New Parameter Options…..


FIN-FY Encumbrance Listing - Now you can select the "Last Invoice Transaction Date" option to identify recent payment activity.

HR - Monthly Earnings by Employee - You can generate the Monthly Earnings by Employee report by fiscal year or by calendar Year.



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Volume 1, Issued June 2005

 

Helpful Hints

Did You Know...

  • that we have added a number of new reports to the already large selection.

  • that reports are fully parameterized to allow for the diverse reporting needs of each UMDNJ unit.

  • that you can click on the Help Button in the Library to view our on-line Manual or click here.

More Great Tools!

E-Print
Employee Self Service
Finance Self Service


Points of Contact

Angela Palumbo
5-9064

Alexis Rean-Walker
5-9104

Sharon Bushelli
5-9437
















Editor: Angela Palumbo

palumbav@umdnj.edu