Survival Guide
  U H Home Search University of Houston
 
University of Houston Human Resources
 HOME
Survival Guide Home
 
 FINANCE
Accounts Payable
Baseline Standards and Cash Handling
Budget Journals
Business Continuity Planning
Credit Card Services
Getting Started
Gifts/Endowments
GL Journal Entries
Grant Reports
Misc. Responsibilities
Property Management
Purchasing
Reports
Requests/Work Orders
Tax Information
Understand Cost Centers

Finance Forms
 
 HUMAN RESOURCES
Benefits
Employment
HRIM
New Hire Orientation
PCD
Ethical Conduct of
Employees

Human Resource Forms
 
 PAYROLL
Direct Deposit
Direct Deposit and P.A.S.S
Hard Check Distribution
Payroll Deductions
Payroll Encumbrances
Payroll Reconciliation
Run Trial/Final Payroll
Suspense/Reallocations
Time and Effort
University Pay Glossary
University Pay Statement
Verification Report
W4s and P.A.S.S.
Payroll Forms



Reports
Running Reports - Leave Server Name Blank
Schedule a Report
Deleting Run Controls
Deleting Reports
Paper SCR Requirements
Report Matrix
Monthly Checklist
Fund Equity Report
Negative Fund Equity Report
Unbudgeted Fund Equity Report
Budget Summary Report
Expenditures by College/Division Queries
Department Verification Report
Downloading HR Reports to Excel
Late Payment Interest Query
Unposted Vouchers by Department Query
Open Commitment Query
Unposted GL Journals Query
Purchase Requisitions Not Completed Query
Budget Journals Not Approved Query
Reviewing HR Actions Query
Report Distribution 


Unbudgeted Fund Equity Report

Purpose
Useful to review the unbudgeted fund equity for a college/division or at the departmental level.

Navigation

  • Custom Reports


  • GL


  • Click on Unbudgeted FE with Exp


  • Click Add New Value the first time that you run this report and name your report. Ex. UnBudgeted_Fund_Eqty. Afterward, you will key in Find Existing Value and Click Search to pull a listing of your run controls.


  • Parameters: Business Unit=00730; Fiscal Year=2005; Accounting Period=1; Department (Select Tree Range from drop-down menu to see entire college; Tree Node=H0058 (for College of Education).


  • Click Yellow Run Button


  • Check box next to Unbudgeted FE with Exp Budgets


  • Click OK button


  • Click blue Report Manager hyperlink.


  • When your report is ready, a blue hyperlink will appear.


  • Click on the link.


  • Click on the .PDF report link.


  • Click print button in your browser.


  • You now have report that provides the available unbudgeted fund equity less all commitments.


  • _______________________


    View Sample Report