Revenue Breakdown

 

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. 

Revenue Breakdown Screen Shot

 

Revenue Search Screen Elements

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.

 

Revenue Breakdown Main Screen Elements

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

Revenue Breakdown Export Options

Reports can be downloaded by clicking on the available download links.

 

 

Revenue Breakdown Navigation

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:

 

By clicking on ‘Revenue’ links from these pages:

 

If the user navigates to the Revenue Breakdown page through a details page, the user can navigate to the following pages:

 

 

If the user navigates to the Revenue Breakdown page through an overview page, the user can navigate to the following pages: