Finance Self Service

Budget Query Parameters

This screen is the parameters screen which will further define the data that is to be retrieved.

Required
Field
of Data
Description
X
Fiscal Year
Represents the University's fiscal year from June 1 to May 31. For example "2007" relates to the year starting June 1, 2006 and ending May 31, 2007. Note: Information in Xavier's Finance Self Service System begins with Fiscal Year 2005. Therefore, no information for Fiscal Years prior to 2005 will be available on the system.
X
Fiscal Period
The number of the fiscal month you wish to query. It is recommended that you select period 14 to view all transactions for the current fiscal year. Note: The university fiscal year starts June (Not January) therefore if you want to query the month of April, you would enter "11" in this field (not "05"). All transactions before and during the period will be included. Queries cannot be generated for a single month. Also period 14 is the last period used to close the fiscal year. So when you query on previous fiscal years for year end totals be sure to select fiscal period 14.  Click here for more information on Fiscal Periods.
 
Comparison
Fiscal Year
If comparison is desired, the fiscal year you would like to compare the first one to.
 
Comparison
Fiscal Period
If comparison is desired the fiscal month you would like to compare the first one to.
X
Chart of
Accounts
Chart of Account code = X. Be sure that "X" is entered to avoid an error message
X
Index
Enter Index, click Submit Query to populate Fund, Org and Program fields.
 
Fund
Fund Code. Represents the source of funding. Populates when Index is entered.
 
Activity
Not used by Xavier University
 
Organization
Organization Code. Department/Division or budget unit responsible and accountable for transactions. Populates when Index is entered.
 
Location
Not used by Xavier University
 
Grant
Grant identification number. Only required when viewing Grant Inception to Date information. Other FOAP code numbers must be removed before submitting a grant query.
 
Fund Type
Not used by Xavier University
 
Account
Describes revenues and expenditures. Can be used to query on transactions in specific account codes.
 
Account Type
Higher-level category of account if roll up or consolidation are needed. Click here to see the table of Account Types. This will give you more summary information that can be "drilled down" to get more details.
 
Program
Program Code. Used to track use of funds. Populates when Index is entered. Usually should be removed before submitting query.
 
Include
Revenue
Accounts
Checking this box includes revenue accounts in the query.