How finance works ... at the University

 

uBASE Reports Catalogue

The purpose of the uBASE Reports Catalogue is to provide a ‘how to’ guide for running the most commonly used financial reports on uBASE.  The reports included in the catalogue are useful to anyone who has the need to interrogate information about cost centre/departmental finances; or research grant finances. In uBASE the term PROFILES is used to describe a function or number of functions that a user is able to undertake. Find out more about the different reporting profiles and requesting training and access to uBASE.

The catalogue also provides you with guidance regarding how to set reports up on your favourites list, and how to rename them if you wish to.

The following categories of reports are included in the catalogue:

• Budget Management and Expenditure Monitoring for Cost Centres and External Projects
• Profit Centre Reporting: e.g., Departmental summary reporting
• Research Grants Reporting
• Purchasing and Sales reports, covering the activities which departments should undertake on a regular basis (monthly or quarterly) to maintain accuracy of income and expenditure against the budget reports detailed in the uBASE reports catalogue

 

Budget Management Reporting

Title	Version	Updated
uBASE reports catalogue	2	November 2009

 

Purchasing Monitoring and Reporting

Title	Version	Updated
Purchasing - check for open purchase orders	1	June 2010
Purchasing - check for open purchase orders with returned items	1	June 2010
Purchasing - check for blocked stock items	1	June 2010
Purchasing - check for open requisitions	1	June 2010
Purchasing - check for blocked purchase orders	1	June 2010
Purchasing - check for held purchase orders	1	June 2010
Purchasing - checking the GR/IR account	1	May 2010
Purchasing - check for blocked invoices (MRBR)	1	January 2011
Purchasing - find a purchase order using various criteria (ME2N)	1	March 2011
Purchasing - find a purchase order by project code (ME2J)	1	March 2011
Purchasing - find a purchase order by cost centre code (ME2K)	1	March 2011
Purchasing - find a purchase order by vendor (ME2L)	1	March 2011
Purchasing - find a vendor in myPurchase	1	March 2011
Purchasing - find a vendor in uBASE (MK03)	1	March 2011

 

Sales Monitoring and Reporting

Title	Version	Updated
Sales - checking for incomplete sales orders (internal trade and external orders)	2	January 2011

 

Need help or more information?

Who to contact
A Finance Manager supports Academic Departments or Professional Services Departments with queries relating to departmental expenditure and budgets for non-research activities including cost centre expenditure. The research finance team provide support for academic departments for research activities.