Preparation of Monthly Financial Statements

Account Manager’s Responsibilities

Account managers in each of the university’s departments are responsible for managing the budgeted dollars allocated to them.

Reporting Tools

Standard reports are available to be run by account managers. These standard reports include:

  • Budget Funds Available Analysis Report
  • Account Analysis Report
  • Trial Balance

Customized versions of the Budget Funds Available Report and the Account Analysis Report are also available. Customized versions are published in Excel and are retrievable from the Web. Training is available for end-users to learn how to use the various reporting options that are available to them. See, FSG Reports.