Access to Financial Data (Colleague)

On-Line Access to Financial Data

Overview

Described below are reports your reporting unit has "on-line" access to in Colleague. You can see your activity, grant/project status and remaining budget balance by accessing the on-line computer system any time the computer system is on.

Obtaining online access requires the following:

A. You must have a personal computer (PC) or a Macintosh.

B. Your computer must be connected to the network. If you are uncertain about your status, contact the Help Desk (5571) in Information Technology Services (ITS).

C. Finance Managers must submit a request to Mark Schoen, Financial and Information Systems Senior Analyst in the Controller's Office. The request must include the new user name, e-mail, address, location (building and room) and a list of Activity strings for which access is requested. We will coordinate with ITS to establish access. You will be notified of your access login within a few days of the request.

D. Help using on-line access is always available by contacting Mark Schoen (5308).

Type of Reports

Description

Online Report

Sample Coding

Transaction Detail

LGLA

1185000061053

Open encumbrances

ENCI

1185000061053

Present YTD Summary

XGLS

850000

Vendor payments

VENI

Vendor No.

Voucher Inquiry

VOUI

Voucher No.

Note: The numbers used in the Sample Coding column are in the order of Fund, Reporting Unit and Account. For your particular inquiry, enter the appropriate fund code, reporting unit code and account code, if necessary.

How to Obtain Online Access

On-line access is structured so that persons or reporting units can access only information for which they are responsible. Control is provided by using the above mentioned security clearance and passwords. The access code mentioned above will provide you with a unique reporting unit code and password.

Security

For security reasons, the Controller's Office requires notification of changes in personnel that have access to Colleague. When an employee is terminated from employment or is transferred to another reporting unit within Seattle University, it is the responsibility of the employing reporting unit to inform the Accounting System Supervisor or Lead Senior Accountant.

Changes in Personnel

For security reasons, the Controller's Office requires notification of changes in personnel that have access to Colleague. When an employee is terminated from employment or is transferred to another reporting center within Seattle University, it is the responsibility of the employing reporting center to inform the Controller' Office.