Reviewing Expenditures Via Expenditure Inquiry
This procedure covers streamlined processing and mass adjusting expenditures in Grants Accounting (GA).
Expenditure Inquiry - Reviewing Actuals
The Award Manager has ultimate responsibility for the timely and accurate transmittal of the project, task, award (PTA) financial transactions to the central accounting offices in conformity with established University financial accounting policies and procedures.
A policy on Mass Adjustments and Streamlined Requests via GA Expenditure Inquiry is being developed.
The GA Billing Specialist is responsible for entering, submitting and approving mass adjustments and transfers of expenditures, as appropriate, within GA Expenditure Inquiry.
The GA OSP Setup Specialist is responsible for entering, submitting and approving mass adjustments and transfers of expenditures, as appropriate, within GA Expenditure Inquiry.
The GA Setup Specialist is responsible for entering, submitting and approving mass adjustments and transfers of expenditures, as appropriate, within GA Expenditure Inquiry.
GM Billing Specialist*
GM Setup Specialist*
GM OSP Setup Specialist*
The Comptroller is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.
This activity is performed when reviewing or adjusting expenditures for billing.
GM Billing Specialist, GM OSP Setup Specialist, GM Setup Specialist
1. Choose the appropriate responsibility to access the GA database.
2. Navigate to the Find Project Expenditure Items window.
N ® Expenditures ® Expenditure Inquiry ®Actuals ® Find Project Expenditure Items
Find Project Expenditure Items
Refer to Expenditure Inquiry - Reviewing Actuals
3. Use search options to find the expenditure(s) that you want to process.
4. Select menu option [Edit], [Select All], or you can adjust line-by-line.
5. Select the appropriate option from [Tools] on the menu bar.
The following options are available:
End of activity.
Revision: 5 dhw
Oracle Tutor can be licensed to modify and add to this content, documenting all of your business process documentation in the Oracle Tutor format.
Oracle® Tutor Copyright © 1997, 2009, Oracle. All rights reserved.