Holiday Closure
The OUC (including FSS Help), along with other CU System Administration offices, will be closed from
Monday, December 23, 2024, through Wednesday, January 1, 2025.
We will reopen for normal business hours on Thursday, January 2.
Categorized in:
Enhancements to m-Fin SPEEDTYPE ONE-LINER report
September 11, 2020 by Sarju Khadka
We have made a few changes/additions to m-Fin SPEEDTYPE ONE-LINER. Below is the list of all the changes:
- Added ASSETS AND LIABILITIES prompt on the second prompt page of the report. This prompt allows you to discard speedtypes that have no assets or liabilities.
- Assets and Liabilities and FY actuals columns are now displayed as a default report columns and are removed from the EXTRAS prompt.
- UNP Designation has been added as an option on the EXTRAS prompt.
- Expense Purpose Code (EPC) has been added as a subtotal grouping option.
The updated report with the changes above has been migrated to cu-data production.
Comments
Hi Sarju,
I really hate having the assets and liabilities show up as a default that I can't un-select. It is much better as an option.
FY actuals is also showing up as a default. When I'm reporting on a project, it is nice to have the option of choosing Actuals to date and NOT showing FY actuals since I'm probably also selecting a lot of other extras (PI name, project, org, end date). Please have the option of un-selecting this one.
Lastly, briefly yesterday the assets and liabilities on a fund 72 were showing a different amount than the cash. I hope you were doing an update, because those should not be different for this fund (67266536).
Thank you for updating Assets and Liabilities as an option. FY Actuals is still a default column. It really doesn’t need to be a required view and can be confusing when reporting on projects (where to-date actuals makes more sense). Please please please make this an optional column.
FY Actuals needs to be removable. It is a distraction when attempting to report succinctly on a grant.
FY Actuals needs to be removable. It is a distraction when attempting to report succinctly on a grant.
Add new comment