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OLFS Weblinks Job Aids
- Access EDI Invoice Information
- GL Transaction Detail Rollup
These Excel spreadsheets are a temporary solution and were developed for the Operating System / Excel version stated and have been tested on machines with these specs. If you have an issue with the spreadsheets please contact the OAAIS help desk and we will attempt to assist you. However, we cannot guarantee that all aspects of the spreadsheets will work for all workstation setups. The end user may be required to modify the macro or pivot table to work in their environment.
- Instructions
- Excel Template
- Addition of UCOP Group Codes in WebLinks Reports
- Research Financial Summary Report by Fund/FY
- Verification and Review
- Problem Solving
- Fund Balances
- Fund Status
- Revenue and Accounts Receivable Contracts and Grants
- Budgeting and Forecasting
- Vendor, Payments, and Liens
- Best Practice Report Usage
- Summary of Financial Reports
- WebLinks Inquiries
- Exporting to Excel using Internet Explorer
- Exporting to Excel using Netscape
- Create a List in WebLinks
- Mapping of Campus Funds to UCOP Group codes
- Chartfield Attributes
This page last updated on: Monday December 01 2008