University of Pennsylvania
arrow BEN Knows
arrow Searching BEN Knows
arrow Browse by Topic
arrow BEN Helps
arrow FastFacts


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

Penn Home Penn A-Z Directories Calendar Maps
BEN Knows

[ Browse by Topic ]

Online Inquiry Definitions

Back to Browse Topics - > Online Inquiry

Checking Funds Available

Perform a funds inquiry to view available funds and see how actual and encumbrance expenditures compare with budgets. You can review budget, actual, and encumbrance amounts and funds available for any detail or summary accounting flexfield combination. BEN Balances calculates funds available by subtracting expenditures and encumbrances from budgets

This form will give you the most up-to-date online information concerning available funds. It is recommended that you use this form to check funds available BEFORE entering transactions into BEN Financials, i.e. requisitions or on-line journal entries

In GL Inquiry Responsibility:

  • Choose Inquiry>Funds Available.
  • Enter the "Selection Criteria".
  • Accept "Operating" as the budget default.
  • Tab to "Period" and change to current period.
  • Tab to the "Amount Type" and select YTD or PJTD from the drop down menu.
  • Tab to the "Encumbrance Type" and accept the default of "ALL".
  • Tab to the Account field and you will be prompted with the Find Accounts pop-up box, please enter the CNAC, ORG, BC, FUND, OBJECT, PROGRAM, CENTER REF as needed OR you can use the TEXP Summary Template. To check funds available, use a Budgetary Control Combination Summary Template Please note: Funds checking is not equivalent to the Fund segment.
  • For funds checking by Organization/Fund, fill in only for BC 1
    • Organization and Fund Segments
  • For funds checking by Center Net Asset Class/Organization/Fund/Center Reference, fill in only for BC 2 & 4
    • Center Net Asset Class , Organization, Fund, and Center Ref Segments
    • Fund and Center Ref Segments
  • Place the letters ‘TEXP’ (Total Expenses) in the Object field
  • Do not put a value in the Budgetary Control segment

Back to Browse Topics List

Stained Glass Window

Fast Facts

FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
Office of the President Home Page Penn A-Z Directories Calendar Maps
Copyright © , University of Pennsylvania
3451 Walnut Street, Philadelphia, PA 19104 · 215.898.5000
Copyright Information | Contact Us | Privacy Policy

Penn Home
Visit Penn's website