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Accounting > Reference

eDoc codeCommentsAssigned ToJIRAComplete?

Available Balances


Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable




Balances by Consolidation

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable




Cash Balances

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable




Current Account Balance

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable




 General Ledger Balance

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable




 General Ledger Entry

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable




General Ledger Pending Entry 

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable




 Open Encumbrances

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable




Labor DistributioneDoc codeCommentsAssigned ToJIRAComplete?

Account Status (Base Funds)


Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Account Status (Current Funds)

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Calculated Salary Foundation (CSF)

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




 Employee Funding

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




 July 1 Position Funding

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Labor Ledger Pending Entry 

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




 Labor Ledger View

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Position Inquiry 

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.










Budget ConstructioneDoc codeCommentsAssigned ToJIRAComplete?
Accounting Reports

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Appointment Funding Duration

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Appointment Funding Reason Code

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Budget Construction Position

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Calculated Salary Foundation Tracker Override

4/24/20:  checking with Budget office to see whether this is used.  No records in UAT environment either. Response from Kelly Wihbey is that they have never used this function. removing from testing list (bruce)



N/A
Organization Reports

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Intended Incumbent

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.










Budget Construction -

Salary setting/Report/Control

eDoc codeCommentsAssigned ToJIRAComplete?
 note: these options are within the Budget Construction Selection page




Org Salary Settings

Bruce, Budget SME

Org Report / Dump
Tested and verified the expected behavior of this button. It is present in both old and new environments. 


Request Import
Tested and verified the expected behavior of this button. It is present in both old and new environments. 


Lock Monitor
4/22:  tested successfully.  opened an account eDoc, exited improperly, leaving the account eDoc locked.  then looked up on Lock monitor and it showed as locked.Bruce

Pay Rate Import/Export


is a button within the Budget Construction Selection function.

4/24: Pending getting sample file from Budget Office.  not sure whether this is used.

Response from Kelly Wihbey is that they have never used this function. removing from testing list (bruce)



N/A
Org Pull Up

Bruce

Org Push Down

Bruce

System Maintenance (from Maint menu)

eDoc codeCommentsAssigned ToJIRAComplete?







 Bank

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




 Building

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




 Origination Code

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.

Note - Active Indicator field is aliased as 'Status' in upgrade environment




 Payment Documentation Location

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.

Note - Active Indicator field is aliased as 'Status' in upgrade environment




 Room

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




Tax Region

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.

No records in both environment.




Tax Region Type

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




 Unit of Measure

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.

Note - Active Indicator field is aliased as 'Status' in upgrade environment




 University Date

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.




 Wire Charge

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.