Financials 8.4

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Financials 8.4 Business Process Guide

nVision for General Fund
Steps for PC Users
Steps for MAC or Citrix-Preferred Users 
 

Department
Department Expense within Class | Example
Dept Sum Bal Rpt with Benefits
    (Excel WB Reports-click on tabs)
Dept Su Bal Rpt, Sub-Totals

    (Excel WB Reports-click on tabs)


Division
Division Summary Bal Rpt with Benefits
    (Excel WB Reports-click on tabs)
Division Summary Bal Rpt

    (Excel WB Reports-click on tabs)

Historical
5 Year Sum Bal Comparison Rpt | Example

nVision for Trust
Steps for PC Users
Steps for MAC or Citrix-Preferred Users
Trust Fund Report

 

 

Trust Reports
Ledger Bal by Fund, Dept & Acct
Ledger Balance by Fund
Expense and Benefit Journals
Expense, Benefit, Revenue Journals
Revenue Journals

 

Tips
Excel Add-in for nVision
Excel How to Sort and Subtotal

Excel Macros


IE Pop-Up Blocker


Report Manager Details Link
Using Search Pages

Legal Edit Validation Check
Reconciling Office Max Expenditures

Budget
Budget Journals Original/Updated
Budget Ledger Scenario/Year

 

 

Purchase Orders
PO Detail Activity Report
  
One PO Example
    One Month Example

Purchase Order Activity
Purchase Order
Inquiry
(Open) Purchase Order Listing
Purchase Order Print (Copy)
Purchase Orders Not Invoiced
Expenditures
Expense Journals
Expense Jrnls for Specified Account
Expense Current Yr Jrnl Voucher Detail
 
Vendors
Vendor Information
Vendor Lookup by Name
 
Vouchers
Vouchered Invoices
Voucher Inquiry
 
Year End Processing
Processing Memo
Deadline Summary
Check-Off List
Fin Reports Instructions
Year End Expense Accruals
Year End Payroll Accruals
YTD Fund Trial Balance
 

Last Modified Tuesday, September 05, 2006   
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