Financial Administrative System INB
FGIBDST Budget Status Form (Doorway to Detail)
This form shows the detailed status of accounts by displaying adjusted budget, year-to-date actual activity and commitments.
On the main menu form, either type FGIBDST in the direct access field on your personal menu, or through the main menus:
Financial Menu - General Ledger Menu - General Accounting Query Forms Menu - General Budget Query Forms Menu-Organization Budget Status Form
The CHART field will default to X. The FISCAL YEAR field will default to the current year. Input your FUND or ORG in the appropriate field. You do not need to have account completed on this form. In order to see revenue, you must leave the PROGRAM code blank. As this will default from the fund/org, to leave it blank you must highlight it with the mouse and hit the delete key.
Click 
NEXT BLOCK. You can query the status of accounts, providing current information on adjusted budget, year-to-date activity and commitments. These are displayed by account.
Column descriptions:
| Acct | Data will be in account number order, lowest to highest. |
|---|---|
| Type | Generic account label for reserve (R), labor (L), expense (E) or transfer (T) |
| Title | Name of account. To view entire name, place cursor in the field and scroll your cursor over the entire title. |
| Adj Budget | Original budget and any permanent and temporary budget revisions. |
| YTD Activity | The YTD Activity column is the revenue and expenditure transactions that have posted to your fund/org Pool accounts won't show activity. Accounts they fund willl show the activity, and a negative balance. |
| Commitments | The Commitments column is the total amount of money that has been set aside for specific expenditures with a purchase order (PO). Xavier University currently encumbers payroll expenditures and those purchases accomplished with a PO. |
| Avail Bal | Available Balance is the result of this calculation: Adj Budget-YTD Activity-commitments = Avail Bal (for each acct) |
FGIBDST will not show the true available balance for a fund/org because of pooling. Also, if a transaction is in suspense, it will not be reflected in the data on this form.
If you want to review another fund/org in FGIBDST, click ROLLBACK 
to return to the header block area and input a new fund/org.
You can "drill down" and research the transactions that have created these summary totals in the fields on FGIBDST. If you want to see all the transactions of a particular account, use your mouse and put the cursor in the account number. In the menu bar, select OPTIONS then select TRANSACTION DETAIL INFORMATION (FGITRND).
To leave the FGITRND screen and return to FGIBDST, click 
, to the right of the Icons.
Depending on the field that you place your cursor into when double clicking, the results displayed will be different.
If you want to see just the budget entries of a particular non-pooled account or a pooled holding tank account, click in the ADJ BUDGET column of the account. In the menu bar, select OPTIONS, then select Transaction Detail Information (FGITRND). The details populated on FGITRND will be just original budget and any budget revision transactions.
If you want to see just the year-to-date transactions for revenue or expenses of a partiulcar account, click in the YTD Activity column of the account. In the menu bar, select OPTIONS, then select Transaction Detail Information (FGITRND). The details populated on FGITRND will be transactions for paid invoices, journal entries, interdepartmental charges and feed activity from other systems or service departments.
If you want to see just commitment activity for a particular account, click in the commitments column of the account. In the menu bar, select OPTIONS, then select Transaction Detail Information (FGITRND). The details populated on FGITRND will be transactions for encumbering and liquidating to PO's that have been posted to the fund/org.
To exit FGIBDST, click . This will take you back to the Banner main menu, GUAGMNU.
To navigate in any Banner finance form, pay attention to the scroll bars located to the right and at the bottom of each form. Moving these scroll bars will display more fields with information.