Lookup Criteria

Fill in at least fiscal year and employee ID. Use the lookup icon Description: searchicon as necessary to select the search criteria.

Employee Funding Balance Inquiry Screen definitions:

Column

Description

University Fiscal Year

Required. Enter the fiscal year or search for it from the Fiscal Year lookup Description: searchicon.

Employee ID

Required. Enter the ID for this employee or search for it from the Person lookup Description: searchicon.

Chart Code

 

Optional. Enter the chart code or search for it from the Chart lookup Description: searchicon.

Account Number

Optional. Enter the account number or search for it from the Account Number lookup Description: searchicon.

Sub-Account Number

Optional. Enter the sub-account number or search for it from the Sub-Account Number lookup Description: searchicon.

Object Code

 

Optional. Enter the object number or search for it from the Object Code lookup Description: searchicon.

Sub-Object Code

 

Optional. Enter the sub-account number or search for it from the Sub-Object Code lookup Description: searchicon.

Include Pending Ledger Entry

Select from the following options:

No: Do not include pending entries
Approved: Include only approved pending entries
All: Include both approved and unapproved pending entries

Show Blank Lines

Allows you to view funding lines used in other fiscal years but not in the specified year. Funding information is displayed but all amount fields are blank.

Click Description: buttonsmall_search when you have entered all necessary criteria and are ready to retrieve the balances.

More:

Search Results