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University of Pennsylvania
Suite 318 Franklin Building
3451 Walnut Street
Philadelphia, PA 19104
215.746.4357 (Phone)
215.898.0817 (Fax)

[ BEN Financials ]

Report Documentation
Documentation

1. Introduction
   • 1.1 Chart Of Accounts (COA) Refresher
   • 1.2 General Notes
   • 1.3 Security
   • 1.4 Active vs. Expired Accounts
   • 1.5 Running Reports

2. Monthly Reconciliation

3. Grants Management
   • 3.0 Grants Management Reports
   • 3.1 Grant/Contract Dates In BEN Financials

4. Management Reports

5. Budget Management & Analysis
• http://www.budget.upenn.edu/instructions/maintaining

6. Report Parameters
   • 6.1 General Guidelines (last updated 9/6/97)
   • 6.2 Parameter Definitions (last updated 9/6/97)
   • 6.3 Parameter Usage Matrix (last updated 9/6/97)
   • 6.4 Examples (last updated 9/6/97)

7. Report Templates

   • 7.0 General Information (Lasted updated 2/20/2004)
   • 7.1 Report Template #1A: RCM Revenue and Expense, All Funds
   • 7.2 Report Template #1C: RCM Revenue and Expense, Grants & Contracts (and URFs)
   • 7.3 Report Template #3: Principal Investigator View (Last updated 2/27/04)
   • 7.4 Report Templates #5A and 5C: RCM Highly Summarized Views (Last updated 2/27/04)
   • 7.5 Report Template #7: Designated Fund View(Last updated 4/29/08)
   • 7.6 Report Template #10: Capital Projects (Last updated 06/30/05)

8. Report Extracts

   • 8.0 General Information (Last updated 8/07/09)
   • 8.1 Procedures For Running Extracts (Last updated 8/07/09)
   • 8.2 Extract Parameters (Last updated 8/07/09)
   • 8.3 File Transfer (Last updated 8/07/09)

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