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Transcript of IRIS Financial Report Training - University of Tennessee ... · •Utilizes numerous fields ... Add...
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IRIS Financial Report Training
Presented by
Harriet Neely
Assistant Budget Director
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IRIS TRAINING Module 1
• Setting up your USER menu- Page 3 • Account Information Reports-Page 7
– Navigation
• Ledger Reports-Page 18 • Payroll Distribution Report- Page 33 • Line Item Reports-Page 39 • Budget vs Actual Reports-Page 44
– Setting up variants
• Budget Change Reports – Base Budget-Page 65 – Line Item Change- Page 68
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Setting up your USER Menu
• Adding Favorites
• Adding Folders
• Organizing
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Your User Menu
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Set Up your User Menu
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Account Information Reports
• Z_FM_ZFMFINCOD-Fund Attributes
– E,R,I,A,J,K,N,S, F
– Provides detailed information regarding accounts
– Allows Searching
• Utilizes numerous fields
• Wildcard *
• Match Box Lookup
• Multiple Selection
– Layout Changes
– Downloading to Excel 7
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Some IRIS Navigation
• Sorting
• Changing and saving layouts
• Downloading to Excel
• Subtotaling
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ZIMFINCOD-Initial Screen
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ZIMFINCOD-Output
Sorting Setting Layout Downloading to Excel
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Changing a layout
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Saving a layout
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THE NEW LAYOUT
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SAVING TO EXCEL
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ZPS_WBS_ATTRIBUTES-ACCOUNT INFO FOR R ACCOUNTS
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ZPS_WBS_ATTRIBUTES-ACCOUNT INFO FOR R ACCOUNTS
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Ledger Reports
• ZFM_UT_LEDGER – Fiscal Policy
– Designed as an audit document
– Printing this Ledger – Local4
• ZDEPT_LEDGER
• ZE_LEDGER
• ZALEDGER
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ZFM_UT_LEDGER- Initial Screen
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An External Grant Account
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UC Foundation and Gift Accounts
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Setting up a variant for the UT_LEDGER
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All field in “Find Variance” Window should be blank
Then green check
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Double click /0-UT VARIANT
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Add Criteria for Variant
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Save your variant
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Get your variant the next time you enter the report
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Payroll Distribution report
ZPR_CC_WBS_DIST
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Payroll Distribution- Initial Screen
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Inside the Match Box
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Payroll Distribution- Output
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Payroll Distribution- Output Expansion
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Payroll Distribution- Output Expansion
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Line Item Reports
• KSB1
– E and I
• CJI3
– R accounts
• Z_SPL_ZZSPLA
– A accounts
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KSB1-E account Line Item- Initial Screen
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KSB1-E account Line Item- Initial Screen
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KSB1-E account Line Item- Output
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BCS reports Budget vs. Actual
• ZFM_BCS001- E accounts – Creating Variants
– Shows Budget vs Actual • By Fund
• By Commitment Item
• By period
– Shows Encumbrances
– Drill down to Line Item actuals
– Drill Down to Budget Line Items
– View in and download to Excel
• ZFM_BCS002- R accounts ( a little different)
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ZFM_BCS001 Initial Input Screen
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Setting up a Variant
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Setting up a Variant
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Setting up a Variant
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Retrieving a Variant
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Retrieving a Variant
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ZFM_BCS001-Output
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ZFM_BCS001 Filtered by Commitment Item
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ZFM_BCS001 Filtered by Commitment Item & Fund
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Drilling down-Actuals and Encumbrances
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Drilling down ACTUALS Line Item Report
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Drilling down ENCUMBRANCES Line Item Report
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Drilling down-Budget
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Drilling down BUDGET Line Item Report
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ZFM_BCS001 Change to Excel View
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ZFM_BCS001 Change to Excel View
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ZFM_BCS001 Change to Excel View
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ZFM_BCS002 Initial Input Screen R Accounts
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ZFM_BCS002 Output
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ZFM_BCS002 Output
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Base Budget Detail-ZFM_BCS029
• Works like ZFM BCS001
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Base Budget Detail-ZFM_BCS029-initial output
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Double Click any number to drill down for detail
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ZFM_BC_BGTCHANGE Budget Change Line Items
• Show both BASE and Non-Recurring
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