Access to all Finance reports is now by LDAP authentication (your st-andrews user ID and password).
If you require access (or believe you have lost access as a result of this change), please contact your Head of School or Director of Unit and ask them to authorise this by contacting Management Accounts (firstname.lastname@example.org).
Principal Investigators have automatic access to any of their grants and may authorise others to access their grants by contacting the
For PC users:
The report writer is designed to run on Internet Explorer version 7. If the page fails to load then please try Firefox.
You may need to upgrade to the latest version of java. This can be downloaded from http://www.java.com/en/download/index.jsp
For Apple Mac users:
The report writer will run on system 10. You need Safari.
Endowment Fund Balances for 2008/09
In order to fund out how much is available to spend within an endowment fund please select the analysis code reports from under finance reports (top left). Select cost centre required e.g UNN2 and under analysis level select analysis code and then select analysis code required e.g END224. Leave income and expenditure grouping level as detail code. Then select financial year 2008/09 and latest period required.
Reports generated will give either a favourable/unfavourable operating balance-detail code 4301 which is spending balance bfwd from 2007/08. Detail code 4300 gives the operating budget for current year based on dividend and interest income expected. The expenditure to date will then be deducted off the combined balances to leave either a favourable/unfavourable spending balance available. Please remember to bear in mind any PG/UG scholarships that may have been awarded but are yet to start and also the length of time to run on existing scholarships.
Please direct any enquiries on endowment funds to Ginny Brown (email@example.com, x2579)