Skip to main content

Online Budget Viewing Guide

Taken from the Information Technology Administrative Systems website: https://www.it.northwestern.edu/admin-systems/index.html

Step-by-step guide for viewing Budget Statements

Step 1: Logging in

Step 2: Finding the Reports

  • On the left-hand side, click team content -> Finance Facilities and Research Administration -> School -> Monthly Financial 
  • Choose GL005 for a summary of budget
  • Choose GL008 for a breakdown of revenue and expenses 

Step 3: Running GL005 and GL008 Budget Statements

Running a GL005 Budget Statement

1. Select one of the below:

  • Current Period for the current fiscal month
  • Previous Period for the last fiscal month
  • User Defined Period for a specific Fiscal Year and Accounting Period (specific month)

2. Department: type in your department ID -> search -> double click the department ID in the results box to carry it over to the Choice box -> scroll to the bottom of the page and click finish

3. To view the budget statement in a different format, click the Play button on the top banner and select the preferred format.

4. To go back to the main page and change selections for a different Accounting Period or Fiscal Year, click the Play button on the top banner and click Reset prompts and run.

Running a GL008 Budget Statement

1. Select one of the prompts below:

  • Current Period for the current fiscal month
  • Previous Period for the last fiscal month
  • User Defined YTD Period will pull all the months up until what is selected for the Accounting Period for that fiscal year. If November is selected at the Accounting Period the Budget Statement will pull the information from September, October and November.
  • User Defined Period for a specific Fiscal Year and Accounting Period (specific month)

2. Department: type in your department ID -> search -> double click the department ID in the results box to carry it over to the Choice box -> scroll to the bottom of the page and click finish

3. To view the budget statement in a different format, click the Play button on the top banner and select the preferred format.

4. To go back to the main page and change selections for a different Accounting Period or Fiscal Year, click the Play button on the top banner and click Reset prompts and run.