1. Financial Systems Overview Financial Services Division

2. Mission Statement The Division of Financial Services is responsible for recording and reporting on all University Financial Operations. The Financial Services Division uses the Lawson Financial System as their accounting system. We are committed to providing Departments and Budget Administrators with the all the tools necessary to maintain their budgets.

3. Accounting Units DescriptionAU TypeMaintained By Operating1XXXXXGen Accounting Gift2XXXXXSPA Endowment4XXXXXGen Acctg/Treasurer’s Office Grants5XXXXXSPA Capitals66XXXXGen Accounting Profit Sharing/ Carry Fwd 67XXXXGen Accounting

4. Account Codes Account TypeAccount Range Revenues3000-4999 Salary & Benefit Expenses5000-5899 Non Salary Expenses*6000-7999 *Scholarships6720-6731

5. Managing Budget Information Available Reporting Tools: –Lawson: Portal based General Ledger application used to record revenue/expenses. Users can access specific forms to view budgets, actuals, and committed amounts in real time. –WebFocus Financial Reports: Series of reports designed to allow users to view actual v. budget information, in summary and/or detail, on demand. Information provided in these reports is a day behind.

6. Lawson Overview Accessing Lawson: Log in using network ID & password »https://lawson.luc.eduhttps://lawson.luc.edu

7. Lawson Overview cont’d Select form from “My Shortcuts” GL95 – Account Analysis GL90 – Transaction Analysis GL94 – Commitment Analysis

8. Lawson Form – GL95: Account Analysis

9. Lawson Form – GL90: Transaction Analysis

10. Lawson Form – GL94: Commitment Analysis

11. WebFocus Financial Reports Accessing WebFocus Finanical Reports: Log in using network ID & password https://webreports.luc.edu Select “Financial Reports” from domain list

12. WebFocus Financial Reports cont’d Financial Reports: Web based reporting tool that allows users to run actual vs. budget reports for individual AU’s, departments, schools or divisions on demand.

13. WebFocus Financial Reports LIVE DEMO

14. Resources &Tools – Finance Website Where to find us on the web: http://www.luc.edu/finance/index.shtml Includes: Staff List Online Forms Documentation/Manuals Policies

15. Resources & Tools – Add’l Documentation Chart of Account Structure: http://www.luc.edu/finance/coa_structure.shtml http://www.luc.edu/finance/coa_structure.shtml Chart of Accounts & Definitions: http://www.luc.edu/finance/chartofaccounts.shtml http://www.luc.edu/finance/chartofaccounts.shtml WebFocus Manual http://www.luc.edu/finance/pdfs/webfocustrainingdoc.pdf Portal Manuals: http://www.luc.edu/media/lucedu/finance/pdfs/Lawson_Po rtal_Manual.pdf http://www.luc.edu/media/lucedu/finance/pdfs/Lawson_Po rtal_Manual.pdf

16. FAQ’s What account should I use? –See Chart of Account Listing: http://www.luc.edu/finance/pdfs/operrevexpdefs.pdf http://www.luc.edu/finance/pdfs/operrevexpdefs.pdf What is the current mileage rate? –http://www.luc.edu/finance/milereim.shtmlhttp://www.luc.edu/finance/milereim.shtml What are the current Fringe Benefit rates? –For Grants: http://www.luc.edu/spa/rates.shtmlhttp://www.luc.edu/spa/rates.shtml –For Operating Accounts: http://www.luc.edu/finance/fbrates.shtmlhttp://www.luc.edu/finance/fbrates.shtml

17. Contact Information NameTitleE-mailPhone # Rebecca GomezDirector, Financial Systems & Payrollrgomez1@luc.edu5-8725 Tracy SnowbergerSr. Financial Systems Analysttsnowbe@luc.edu5-8711 Dan VanderMeulenSr. Financial Systems Analystdvandermeulen@luc.edu5-8739 Timothy PlonseyFinancial Systems Analysttplonse@luc.edu5-8728