THIS PAGE CONTAINS RESOURCES FOR THE UCF FINANCIALS REFERENCE DATABASE, WHICH ONLY CONTAINS DATA PRIOR TO JULY 1, 2022.

Accessing Historical UCF Financials

ADDY NOTES/TIPS

ATTENTION
The following Addy Notes/Tips are procedural resources for the UCF Financials Reference Database, which only contains data prior to July 1, 2022.

Addy

ADDY ASSETS (NOTES/TIPS) POST WORKDAY GO-LIVE

Reference-only database will be available after July 8, 2022

Accounts Payable
Review a Payment in Accounts Payable Using DataMart
Review a Payment in Accounts Payable Using Regular Entry
Review a Payment in Accounts Payable Using Voucher Inquiry
Viewing an Invoice Attached to a Voucher
Voucher Inquiry – Related Documents (Tip)
Asset Management
Running Online Property Inventory Queries (Tip)
Viewing Attachments on an Asset
Departmental Authorization List (DAL)
Inquiring on the DAL for Department/Project Authorizations
Inquiring on the DAL for Employee Authorizations
eProcurement
Printing a Purchase Order
Printing an ePro Requisition
Using Purchase Order Inquiry to Review Purchase Order Balance (Tip)
General Ledger
Journal Inquiry
Viewing a Journal Attachment
Grants
Accessing Billing Invoices (Tip)
Running a Budget Position Report for an Award
Understanding Analysis Type for Grants (Tip)
Understanding Budget Definition for Sponsored Projects
Miscellaneous
Logging into the Historical READ-ONLY UCF Financials Through the myUCF Portal
PCard
Locating a PCard Holder’s Charges
Viewing Level Three Transaction Details
Reporting
Finding Receipt and Student EmplID Details in Drill-Down Reports (Tip)
How to Make Changes to a Private Query
How to Run a Fund Balance Report in UCF Financials
Running a Budget Position by College or Department Series (Tip)
Running a Budget Position by Project Series
Running a Budget Position Report for an Award
Running a Budget Position Report for Student Financials Details
Running a Budget Status Report
Running a Budget Transaction Detail Report
Running a General Ledger Activity Report by Department (or Project)
Running a Ledger Details Report
Running an Expenditure Report
Running and Understanding a PO Balance Summary Report
Running Budget Position Reports
Running Queries on Department/Project Expenses and Revenues
Running Queries Relating to PO’s and Vouchers
Running the report for COVID-19 Departments
Using the UCF Financials DataMart (Tip)