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Online Inquiry Definitions

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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

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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.
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