The Revenue Breakdown page can be accessed from the Financial Summary, Budget Overview, Budget Details and Expense Overview pages upon selecting the revenue amount links from any of those screens. This page details revenue deposits to the research funds. Revenue source reports can be generated based on time periods such as budget, project or fiscal year. The data on this screen is organized by fund and then account number.
Caption |
Type |
Description |
Account # |
Text |
Revenue accounts under categories such as Federal G &C Letter of Credit, Transfers w/in Fund Source-Other, Research-Billed Grant Revenue, etc
|
Revenue From |
Text or Calendar Control |
Monthly search from date; can select using the calendar control. Date range not limited to 12 months. |
Revenue To |
Text or Calendar Control |
Monthly search to date; can select using the calendar control. Date range not limited to 12 months. |
Caption |
Type |
Description |
Amount |
Label |
Total amount of breakdown |
As of Date |
Label |
Last General Ledger feed date |
# Records |
Label |
Number of funds included in the breakdown |
Fund # |
Text |
Fund number of the agreement |
Description |
Text |
Describes the source of revenue |
Account # |
Text |
Account in which revenue is received |
Account Name |
Text |
Account Name corresponding to account # |
Amount |
Text |
Displays the revenue amount |
Date |
Text |
Displays the date when revenue was posted to the General Ledger |
Reports can be downloaded by clicking on the available download links.
Download to Excel
Download to PDF
The navigation trail keeps track of the path that the user came in from to allow for easy ‘back’ access to where they came from. Example:
Financial Summary >> Revenue Breakdown
The Revenue Breakdown page can be accessed from the following pages:
Links:
By clicking on ‘Revenue’ links from these pages:
Financial Summary
Budget Overview
Expense Overview
Expense Details
Budget Details
If the user navigates to the Revenue Breakdown page through a details page, the user can navigate to the following pages:
Sub-Modules
Project Details
Contract Details
Salary Details
Transaction Details
Expense Details
Projections
Agreement Summary
Financial Summary
If the user navigates to the Revenue Breakdown page through an overview page, the user can navigate to the following pages:
Sub-Modules
Transaction Overview
Salary Overview
Expense Overview
Budget Overview
Agreement Summary
Financial Summary