This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.
This report shows fund, cash, and other balances relevant to foundation reporting. It is based on the GL Actuals ledger.
This report shows budget balances by source. It is based on the Commitment Control ledgers.
This report shows fund balances by department at different account levels. It is based on the GL Actuals ledger.
This report shows balances and transactions by fund group. It is based on the Commitment Control ledgers.
This quick reference card provides the process and steps for reconciling your transactions and balances on a monthly basis.
Your available budget balances in InfoPorte fluctuate a lot more throughout the month than they did in FRS. This document explains the reason for this and some key related concepts.
This document explains the Fiscal Year and Budget Period filters to select to see 2015, 2016, and 2017 budget amounts and balances. It also explains the specific budget journals entered for 2016 budgets.
This self-paced course covers how to perform project budget overview inquiries on grants and contracts to analyze expenses.
Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.