TIP OF THE MONTH: INQUIRY ACCOUNT/OBJECT CODE MONTHLY REPORT

IWe are well over the six month hump and already beginning February.  Before you know it, year end will be here.  Do you want to compare your accounts with where you were last year at this time? The Account/Object Code Monthly report in Inquiry can be a real useful report in various year to year comparisons.  This report can be found under the Financial Reports/SL Accounts menu in Inquiry.

The parameters in this report contain a Month Processed (in yyyymm format) and Calendar Month (1,2,3,4 where 1=January, 2=February, 3=March etc).  If you want to see all expenses incurred in December of Fiscal 04 vs. Fiscal 05, simply choose Fiscal Year greater than or equal to 2004 and Calendar Year = 12.  The Month Processed field allows you to specify ranges.  For instance, if you want to know expenses incurred from October through December in 2004, simply choose Fiscal Year = 2004 and Month Processed >200409 and <200501.  If you want to know what your account looked like last year at this time, simply choose Fiscal Year = 2004 and Month Processed is less than or equal to 200401 (in yyyymm format meaning January of 2004). 

The results of all of these examples can be easily summarized by downloading the information to Excel and using any combination of sorting, summing and/or pivot tables.  Play around with it and look for future training classes that will further expand on this tip.

If you have a tip that you have learned and would like to share related to ELF, HRMS, Inquiry, FRS, or any other frequently used system, please submit them to vnye@wesleyan.edu to be shared in the next edition.