Lookup Criteria

Fill in at least fiscal year and employee ID. Use the lookup icon searchicon as necessary to select the search criteria.

Employee Funding Balance Inquiry Screen definition

Column

Description

University Fiscal Year

Required. Enter the fiscal year or search for it from the Fiscal Year lookup searchicon.

Employee ID

Required. Enter the ID for this employee or search for it from the Person lookup searchicon.

Chart Code

 

Optional. Enter the chart code or search for it from the Chart lookup searchicon.

Account Number

Optional. Enter the account number or search for it from the Account Number lookup searchicon.

Sub-Account Number

Optional. Enter the sub-account number or search for it from the Sub-Account Number lookup searchicon.

Object Code

 

Optional. Enter the object number or search for it from the Object Code lookup searchicon.

Sub-Object Code

 

Optional. Enter the sub-account number or search for it from the Sub-Object Code lookup searchicon.

Include Pending Ledger Entry

Select from the following options:

No: Do not include pending entries
Approved: Include only approved pending entries
All: Include both approved and unapproved pending entries

Show Blank Lines

Allows you to view funding lines used in other fiscal years but not in the specified year. Funding information is displayed but all amount fields are blank.

Click buttonsmall_search when you have entered all necessary criteria and are ready to retrieve the balances.

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