UCSD CAMPUS NOTICE University of California, San Diego |
|
OFFICE OF ASSISTANT VICE CHANCELLOR - ADMINISTRATIVE COMPUTING AND TELECOMMUNICATIONS (ACT) OFFICE OF ASSISTANT VICE CHANCELLOR - BUSINESS & FINANCIAL SERVICES March 31, 1998 KEY ADMINISTRATORS / KEY SUPPORT STAFF SUBJECT: FinancialLink 1.0 We are pleased to announce that FinancialLink 1.0 is now available to authorized UCSD faculty and staff. FinancialLink provides a central access point to financial data and related information via the Web. It can be accessed by pointing a Web Browser (e.g., Netscape Navigator, Internet Explorer) to the following address: http://financiallink.ucsd.edu FinancialLink development to date has focused on the creation of a variety of financial reports for use by the campus community. Existing School of Engineering reports and processes were used as a pattern, and a campus-wide user group assisted in the development. This initial release includes numerous dynamic reports, which feature drill-down links to supporting detail where available. A list of available reports is included below. Most data used by FinancialLink is extracted from the campus Data Warehouse (Darwin), which is updated nightly and available 24 hours a day. FinancialLink access is restricted to authorized users and requires a valid Darwin userid and password. If you currently do not have such a userid, please contact your Departmental Security Administrator (DSA). To find the name of your DSA, please refer to http://www-act.ucsd.edu/sa/dsalist.html Further development of user-defined adjustments and financial projection functionality is currently underway, and other enhancements will follow. In the near future, FinancialLink will also provide an access point to related financial processes, such as IFIS data entry, as well as to information on related policies and procedures and to other sites. We want to express our appreciation for the innovation, expertise, and effort of the staff of the Chemistry/Bio-Chemistry Department and the School of Engineering in partnering with our process and systems experts in ACT and BFS to make this capability available to the campus. We welcome you to take a look and use this new system. Feedback on what other features would be of value will be appreciated. Elazar C. Harel Donald A. Larson Assistant Vice Chancellor- Assistant Vice Chancellor- Administrative Computing Business & Financial Services and Telecommunications -------------------------------------------------------------------------- APPENDIX A Currently Available Financiallink Reports (sorted alphabetically) BUDGET SUMMARY This report provides summary balances by sub account with payroll projections for the current period. Current Month Ledger, Employee Payroll Expense Distribution and Payroll Projection detail are presented for support of current month balances. BALANCE FORWARD ACCOUNT SUMMARY This report displays Balance Forward amounts for the specified ledger date by account. BALANCE SUMMARY This report displays balances with transactions summarized by index number and ledger period. ENCUMBRANCE LEDGER This report displays all encumbrances with outstanding balances with detail activity, if any, for the requested period. FINANCIAL ACCOUNT SUMMARY Summarized expenditure data by account for a given accounting period. This report displays current month, fiscal year to date and ,if appropriate, cumulative expenses by account. FUND SUMMARY A summarized report by Fund, Organization and Program, for a given accounting period. GENERAL LEDGER This report is under development. GENERAL LEDGER TRANSACTION DETAIL A detailed listing of General Ledger transactions for a given span of accounting periods. OPERATING LEDGER This report is in the same format as the campus monthly report, detailing current month activity at the transaction level and providing year to date totals by major account groups, although it can also be run during the month and at the index code level. OPERATING LEDGER TRANSACTION DETAIL A detailed listing of Operating Ledger transactions for a given span of accounting periods. SUMMARY BY SUB This report displays balances by sub-account with subtotals of major categories. |