1. Christine Duddleston Business Manager, SGPP/Sociology

2.  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!

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

4.  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

6.  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.

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

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

9. Financial Reporting Code

10.  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

11.  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!

12.  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

14.  Christine Duddleston  Business Manager  SGPP/Sociology  cmeranza@email.arizona.edu cmeranza@email.arizona.edu

15. Demonstration!

16. GEC Import Template

17. Import Line location