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To view the available balance, posted transactions, and financial statements of a Fund or Grant, the following resources are available:
- Minerva Finance (Fund) Administration menu
- Banner Finance module forms
- Web/Crystal report templates.
General Information for Fund and Grant queries
Typically, a fund is linked to a grant for one or both of the following reasons:
- The fund runs on a different year from the University's fiscal year of May 1-April 30
- The fund requires inception-to-date instead of year-to-date reporting
In order to accommodate the different reporting needs for funds and grants, various forms and tools have been created.
The table below lists the best tools to use when querying funds and grants through Banner and Minerva > Finance (Fund) Administration menu options.
| Action | Application | Menu option/form (non-grant) | Menu option/form (grant) |
|---|---|---|---|
| I need to see my Available Balance |
Minerva > Finance 听听 Banner |
Budget Query for Fund Holders Balance displayed on the first screen FGIBDST |
Budget Query for Fund Holders
FRIGITD |
| I need to see a list of my Transactions |
Minerva > Finance 听 听Banner |
Budget Query for Fund Holders FGIBDST Select the appropriate account code (row) and select Options > FGITRND |
Budget Query for Fund Holders FRIGITD Select the appropriate account code (row) and select Options > FRIGTRD |
|
I need to see Transaction details |
Minerva > Finance 听 听听 Minerva > Finance 听 听 Banner 听 听 听 听 听 听 Banner |
Budget Query for Fund Holders 听 Drill down (click) on the appropriate account code and document number View Documents Must have a document number FGIBDST Select the appropriate account code (row) and select Options > FGITRND FOIDOCH for Purchase requisition, Purchase order, Invoice and Cheque documents Must have a document number |
Budget Query for Fund Holders Drill down (click) on the appropriate account code and document number View Documents Must have a document number FRIGITD Select the appropriate account code (row) and select Options > FRIGTRD FOIDOCH for Purchase requisition, Purchase order, Invoice and Cheque documents Must have a document number |
| I need to see my monthly statement |
Minerva > Finance 听 听 Web / Crystal Report Templates |
Financial Statements > FZRG0021 - Monthly Fund Details (view the How To Use Minerva page) Month End Reports > Monthly Fund Details |
Financial Statements > FZRG0049 - Monthly Grant Details (view the How To Use Minerva page) Month End Reports > Monthly Grant Details |
To view a listing of Funds/Grants you have access to, balances & contact information for your Fund Administrators:
- Log in to or to my捆绑SM社区
- Go to the Finance (Fund) Administration Menu
- Click on the Financial Statements option
- Open the Summary of Free Balances by User Security FZRG0055 statement