Christine Duddleston Business Manager, SGPP/Sociology

 Using the General Error Correction (GEC) to enhance departmental financial information  Identifying department reporting needs  Identifying UAccess system capabilities  Demonstration – Let’s get to work!

 How much do we spend on everything?  Can we use UAccess Financials to help meet these needs? ◦ YES we can!

 Brainstorm!  Determine key categories  Categories = Financial Reporting Codes (e.g., Administration, Development, etc.)  Activities within the categories = Sub- Accounts. (e.g., Staff salaries fall into Administration)  Sub-Accounts feed into the Financial Reporting Codes

 Categories = Financial Reporting Codes (e.g., Administration, Development, etc.) ◦ A Financial Reporting Code is a code that groups sub-accounts across multiple accounts for reporting purposes.

 The second level of categories were also considered Financial Reporting Codes

 Activities within the categories = Sub- Accounts. (Ie, Staff salaries fall into Administration) ◦ Sub-Accounts feed into the Financial Reporting Codes

Financial Reporting Code

 Use GEC to add Sub-Accounts  GEC Template with Macro to transfer large sets of expenses (largest GEC contains 223 lines!)  Creation of the macro is a one-time set up.  Once you’ve saved your GEC macro, you can use it over and over again – saving you time

 Definition: a single instruction that expands automatically into a set of instructions to perform a particular task. ◦ Created in Microsoft Excel  Think of a macro as a movie where you are the director. ◦ Macros can be used to format data any way you want!

 Created report in UAccess Analytics  This data was used to create a flowchart and was presented by our department head to the Dean.  Because we have the structure in place, future data collection will be easier

 Christine Duddleston  Business Manager  SGPP/Sociology 

Demonstration!

GEC Import Template

Import Line location