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Datatel Financial Training Datatel Financial Training Budget Status Reports Activity Reports MAIN MENU: Presented by: Leigh Ann Paramore
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Datatel Financial Training
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Navigation
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ACBL GL Account Balance Inquiry
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ACBL GL Account Balance Inquiry Umbrella Line Item Budget Actual Expenses Encumbrances Pending Requisitions Lets you know that additional detail information is available Actual Expenses Encumbrances Pending Requisitions
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ACBL GL Account Balance Inquiry Detail of Total from Previous Screen of Actual Expenses
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AHST GL Account History Inquiry
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AHST GL Account History Inquiry Actual Expenses Encumbrances Pending Requisitions Multiple Years
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Has my vendor been paid?
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VENI Vendor Inquiry Enter the vendor number or as much of the vendor name as possible
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VENI Vendor Inquiry
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VENI Vendor Inquiry Requisitions Purchase Orders Payments
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VENI Vendor Inquiry
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Budget Status Reports
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GLSA Summary Account Availability
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GLSA Summary Account Availability Enter Desired Fiscal Year Enter Desired Month “A” for All Statuses Detail to Define Report Criteria
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GLSA Summary Account Availability Detail to enter report GL selections
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GLSA Summary Account Availability Include or Exclude Fund Include or Exclude Department Include or Exclude Object Include or Exclude Location “N”
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GLSA Summary Account Availability Detail to enter report sort specifications
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GLSA Summary Account Availability
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GLSA Summary Account Availability Delete and reorder field names to achieve desired output Enter “Y” or “N” in Break Column (first break will be page break) Enter “Y” or “N” in Break Column (first break will be page break)
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GLSA Summary Account Availability Simply enter through this screen
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GLSA Summary Account Availability Choose Summary or Detail Enter Yes to continue
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GLSA Summary Account Availability
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GLSA Summary Account Availability Simply enter through this screen
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GLSA Summary Account Availability Export to PDF Held to Screen Report View
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GLSA Summary Account Availability Summary Report
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GLSA Summary Account Availability Detail Report
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GLBS Budget Status Report
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GLBS Budget Status Report Enter Desired Fiscal Year Report can be in Summary or Detail Month Number is required for Summary Detail to Define Report Criteria
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GLBS Budget Status Report Detail to enter report GL selections
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GLBS Budget Status Report Include or Exclude Fund Include or Exclude Department Include or Exclude Object Include or Exclude Location “N”
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GLBS Budget Status Report Detail to enter report sort specifications
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GLBS Budget Status Report Delete and reorder field names to achieve desired output Enter “Y” or “N” in Break Column
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GLBS Budget Status Report Simply enter through this screen
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GLBS Budget Status Report Enter Yes to continue
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GLBS Budget Status Report
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GLBS Budget Status Report Simply enter through this screen
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GLBS Budget Status Report Export to PDF Held to Screen Report View
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GLBS Budget Status Report Detail Report
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Activity Reports
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LGLA List GL Activity
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LGLA List GL Activity Enter Desired Fiscal Year Specify Specific Date Range Defaults to Actuals Account Number(s) “Y” to Proceed with Report
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LGLA List GL Activity
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GLTB General Ledger Trial Balance
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GLTB General Ledger Trial Balance Enter Desired Fiscal Year Report can be in Summary or Detail Month Number is required for Summary Detail to Define Report Criteria
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GLTB General Ledger Trial Balance Detail to enter report GL selections
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GLTB General Ledger Trial Balance Include or Exclude Fund Include or Exclude Department Include or Exclude Object Include or Exclude Location “N”
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GLTB General Ledger Trial Balance Detail to enter report sort specifications
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GLTB General Ledger Trial Balance Delete and reorder field names to achieve desired output Enter “Y” or “N” in Break Column (first break will be page break) Enter “Y” or “N” in Break Column (first break will be page break)
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GLTB General Ledger Trial Balance Simply enter through this screen
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GLTB General Ledger Trial Balance Enter Yes to proceed
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GLTB General Ledger Trial Balance
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GLTB General Ledger Trial Balance Simply enter through this screen
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GLTB General Ledger Trial Balance Export to PDF Held to Screen Summary Report View
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GLTB General Ledger Trial Balance Export to PDF Held to Screen Detail Report View
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GLTB General Ledger Trial Balance Summary Report
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GLTB General Ledger Trial Balance Detail Report
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Contact the Controller’s Office at 670-3241 with any questions
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End of Datatel Financial Training Presentation
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