New UAOnline Finance Query Functionality
We are excited to announce new functionality available in UAOnline for finance, providing an easier, improved way to access real-time financial information. With minimal setup, this provides a simple way for Deans, Directors, Department Managers, PI’s, and others to monitor budgets and spending at any level of the organization, generate financial reports, and even download to Excel. It includes Dashboards that present live data in a modern, web-based view that can even be accessed on your phone, tablet, or computer.
How to Access and Use the My Finance Queries Feature
1. Log into UAOnline.
2. Navigate to Finance (Upgraded), which will open the My Finance page.
3. Click on My Finance Query to begin.
4. To get started, you have two options:
- Use a Shared Query: Select a shared query, then customize it with your specific information.
- Create a New Query: Choose New Query to build your own from scratch.
For additional guidance, check out the training videos and the My Finance Query Reference Guide and Quick Tips and Tricks Guide linked below.
UAOnline My Finance Query Training Videos
Budget Status by Account (7:16 minutes)
Budget Status by Organizational Hierarchy (3:51 minutes)
Budget Quick Query (1:49 minutes)
Grant Multi Year Query (4:25 minutes)
Payroll Expense Detail (3:55 minutes)
Encumbrance Query (2:39 minutes)
Modify a Shared Query Template (4:44 minutes)
View Documents (3:57 minutes)