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  • Finance Strategy & Analytics
  • Overview

    This provides a list of useful queries for Tier 2 employees.

    Please submit a ticket to the Finance Hub contact form with suggestions of queries to add.

    Trial Balance Queries

    Please note – a wildcard symbol ( %) may be used in place of input field (excluding dates) if the field is unknown or the user wants all results.

    GA_GL_TB_FUND_DEPT_ACT_PROJ_SOF

    Fiscal Year to Date balance by Fund, Account, Dept, Project

    GA_GL_TB_BY_FND_DPT_ACT_QRY

    Fiscal Year to Date balance by Fund, Account, Dept

    GA_GL_TB_BY_ACCT_QUERY

    Fiscal Year to Date balance by Account

    GA_GL_TB_BY_DEPT_QUERY

    Fiscal Year to Date balance by Department

    GA_GL_TB_BY_FUND_QUERY_DSO

    Fiscal Year to Date balance by Fund for specific DSO

    GA_TB_LTD_QUERY

    Life to Date balances on Projects, Funds, Accounts, Department, Source

     

    Additional Queries

    Please note – a wildcard symbol ( %) may be used in place of input field (excluding dates) if the field is unknown or the user wants all results.

    JR_AP_VCHR_ACCTG_LINE

    Used to show all journal entries associated with a specific voucher.  Enter voucher ID number.

    MJ_JOURNALS_POSTED_BY_UFID

    To search for journals posted by a specific user ID.

    UF_AP_VOUCHER_BY_VCHR_ID

    Used if voucher you are viewing is very large and you would like to see all lines on one Excel tab.

    UF_AR_JRNLID_BYDIRJRNL_DEP

    To view all lines of specific deposit.

    UF_DEPOSIT_FROM_JRNL_ID

    Find the deposit number from the journal entry number (crosswalk).

    UF_GL_KK_ACTIVITY_DRILL_TRANS

    Used to review budget activity in a specific cost center and for GL/KK variance review.

    UF_GL_KK_EXCP_JOURNALS_AMT

    To show which lines of a journal have budget errors.

    UF_GL_JOURNAL_DETAIL_QUERY2

    GL detail by Fund with Flex – Query to help locate a journal number if you know account, dept, fund or other ChartField information.  Also good to review activity in an account.

    UF_GL_JOURNAL_DETAIL_QUERY2_F

    GL detail by Fund with Flex – Query to help locate a journal number if you know account, dept, fund or flex.  Also good to review activity in an account.

    UF_GL_JRNL_LN_ERR_SUMMARY

    Used to view all journal lines with errors.

    UF_JRNL_DRILL

    Provides a detail of a journal – Used to download and view all lines of a journal in Excel format.  This is used if the journal under review is very large and would otherwise cause timing out issues in myUFL.

    UF_PCARD_TXN_XWALK

    Find voucher and PCard holder by PCard transaction ID.  Enter TXN number (include “TXN”)

    UF_VOUCHER_FROM_JOURNAL_ID

    Used to show all vouchers associated with a specific journal.  Enter journal ID number.

     

    Toolkits

    UF HR Toolkit – Enterprise Analytics

    Contacts

    Office of the CFO: (352) 392-2402

    General Accounting & Financial Reporting: (352) 392-1326

    Last Reviewed

    Last reviewed on 03/20/2024