is accessed via your employee
portfolio off the Wesleyan Home page. Users only have access to accounts that are under their
responsibility. The login to your portfolio is your e-mail login and password.
Inquiry you have access to your specific FRS account(s) or you can select
a group of related accounts that you have access to view. Multiple accounts can
be run on the same report, if selected.
reports and reporting structure available in Inquiry include:
for both SL(Subsidiary Ledger) and GL (General Ledger)
Account Summary, which provides one line per 6 digit account number for all the accounts showing
revised budget, year to date actual, budget balance available and percent of
budget spent to date.
Account/Object Code Summary (similar to
screen 19 in FRS) which details the 6-digit account summarized by object code.
Data will include original budget, revised budget and year-to-date actual.
(similar to screen 23 in
FRS). There are two ways to access detail transactions.
One is to drill down when at the account and object code level.
That is, click on the year-to-date actual amount and this will bring you
to the detail report. The other way
to select detail transactions is to select the Account Transaction Detail
report and then proceed through the selection options.
One advantage to Inquiry is that you are able to select all
accounts and then see selected object codes, such as postage charges (object
Account Transaction Budget Detail - similar to Account Transaction
Detail, with budget detail instead of actual detail.
Account Budget Summary,
which provides one line per 6 digit account number for all the accounts, showing
original budget, revised budget and last year's revised budget.
Account/Object Code Budget Summary,
which details the 6-digit account summarized by object code.
Data will include original budget, revised budget and last year's revised
which allows users to look up vendors by number an do a name search (similar to
screens 102 and 103 in FRS).
users to search for vendor activity by vendor number, account,
voucher amount, batch fiscal year or batch date (similar to screen 113 in
users to search for vendor invoices by vendor number, invoice
number, invoice amount or check number (similar to screen 118 in FRS).
Work Study Award
All Personnel (Restricted to Financial Managers)
Accounts you have access to, which lists all accounts that are valid for
your security access.
Codes and descriptions, which lists all commonly used object codes
listed by type (e.g. Compensation & Benefits, Non-Personnel
Discretionary, Non-Discretionary, etc.), as well as definitions of terms.
An important feature of Inquiry is that the once you have made your selection the data
can be downloaded into Excel for printing, sorting, totaling and saving for
future use. The
above description is only a brief overview of the capabilities of the web based
We are very excited about its potential and look forward to everyone
taking advantage of this new financial reporting system.