IF1 Reports

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IF1 Reports
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IF1 Reports

• The IF1 screen displays standard reports which
  may be used.
• DA Reports use departmental transactions from
  the LTM screens.
• AC Reports use official transactions from the
  GTM screens.

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IF1 Reports
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IF1 Reports
Reports using Departmental Transactions (from LTM)
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IF1 Reports
Reports using Official Transactions (from GTM)
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How to submit an IF1 report

• Select a desk and view that have update or super
  status for IF1.
• Your view must include the account(s) or unit(s)
  to be used in your report.
• You must be in the same fiscal year as the
  information on your report.

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How to submit an IF1 report

• Mark the report you wish to submit and press
  ENTER
• A window will allow you to provide specific
  information. Press ENTER to submit the report
  and ENTER again to confirm the submission.
• A confirmation window will display a job name and
  job number.

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How to submit an IF1 report

• Most IF1 reports will print to your departments
  shelf.
• If you are set up for Green Output in WebSpace,
  printed IF2 reports will go there!
• For more information about using Green Output,
  please see http//www.utexas.edu/its/green-output
  /

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How to submit an IF1 report

• Two reports are designed to be downloaded DA30
  and AC30.
• You will receive an email notification after with
  a link when these reports are ready to be
  downloaded.
• These reports can also be previewed from IF4
  screen.

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How to submit an IF1 report
DEFINE LIST STANDARD FINANCIAL
REPORTS - IF1 Year 10 11 Command
IF1 Account __________ Misc
_______________ Month OCT


Standard Reports _ DA14 P O
Activity Sorted by P O Nbr and Doc Date _ DA16
One Code Sorted by Code Value _ DA18 Code
Value Across Accounts Report _ DA23 Code
Within Code Report _ DA27 Activity Report by
Document Date _ DA28 Activity Report by Entry
Date _ DACB Department Checkbook Report X
DA30 Download Department transactions for one
month _ AC01 Completed Accounting
Transactions _ AC02 Completed VP1 Documents
Sorted by DTN _ AC03 Completed VP1 Documents
sorted by PO Number _ AC14 P O Activity
Sorted by P O Nbr Record Date _ ACCB
Accounting Checkbook Report _ AC30 Download
Accounting transactions for one month -- 0
UT Austin ------ PF1Options ------ PF8Exit
------ 10/18/10 0323 PM --
MARK THE REPORT YOU WISH TO SUBMIT
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How to submit an IF1 report
DEFINE LIST STANDARD FINANCIAL
REPORTS - IF1 Year 10 11
-------------------------------------------------
------------------------- gtgt Please enter
an Activity Month. ltlt
Report
submission information for
DA30 Report for
DOWNLOADING

I. Enter an Activity Month
___



II. Enter one VIEW for the report

Administrative View _______ ( EXAMPLE )
Inquiry
View _______



III. One Account __________
(optional)



The report data will be available
tomorrow from the IF4 command.



See PF6 HELP on the IF4 command for
DOWNLOAD instructions.
-------------------------------------------------
------------------------- -- 0 UT Austin
------ PF1Options ------ PF8Exit ------
10/18/10 0323 PM --
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How to submit an IF1 report
DEFINE LIST STANDARD FINANCIAL
REPORTS - IF1 Year 10 11
-------------------------------------------------
------------------------- gtgt Please enter
an Activity Month. ltlt
Report
submission information for
DA30 Report for
DOWNLOADING

I. Enter an Activity Month
OCT



II. Enter one VIEW for the report

Administrative View EXAMPLE ( EXAMPLE )
Inquiry
View _______



III. One Account 1900000050
(optional)



The report data will be available
tomorrow from the IF4 command.



See PF6 HELP on the IF4 command for
DOWNLOAD instructions.
-------------------------------------------------
------------------------- -- 0 UT Austin
------ PF1Options ------ PF8Exit ------
10/18/10 0323 PM --
ENTER INFORMATION FOR THIS REPORT
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How to submit an IF1 report
DEFINE LIST STANDARD FINANCIAL
REPORTS - IF1 Year 10 11
-------------------------------------------------
------------------------- gtgt Please enter a
valid Account Number ltlt (AQNPSC02)
Report
submission information for
DA30 Report for
DOWNLOADING

I. Enter an Activity Month
OCT
---------------------------------------------


P L E A S E C O N F I R M

AMPLE )
Press ENTER to submit
your job or jobgroup.

Press the
CLEAR key to cancel submission.




(Task Manager 2.5)
-----------------------------------------
---- w from the IF4 command.



See PF6 HELP on the IF4 command for DOWNLOAD
instructions. -------------------
--------------------------------------------------
----- -- 0 UT Austin ------ PF1Options
------ PF8Exit ------ 10/18/10 0323 PM
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How to submit an IF1 report
DEFINE LIST STANDARD FINANCIAL
REPORTS - IF1 Year 10 11
-------------------------------------------------
------------------------- gtgt Please enter a
valid Account Number ltlt (AQNPSC02)
Report
submission information for
DA30 Report for
DOWNLOADING

I. Enter an Activity Month
APR
---------------------------------------------


P L E A S E C O N F I R M

AMPLE )
Press ENTER to submit
your job or jobgroup.

Press the
CLEAR key to cancel submission.




(Task Manager 2.5)
-----------------------------------------
---- w from the IF4 command.



See PF6 HELP on the IF4 command for DOWNLOAD
instructions. -------------------
--------------------------------------------------
----- -- 0 UT Austin ------ PF1Options
------ PF8Exit ------ 10/18/10 0323 PM
JOB NAME AND JOB NUMBER FOR FUTURE REFERENCE
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How to submit an IF1 report
YOU WILL BE NOTIFIED BY EMAIL WITH A LINK WHEN
THE REPORT IS READY TO BE DOWNLOADED.
IF YOU ARE NOT DOWNLOADING A REPORT, THE JOB NAME
AND NUMBER MAY BE NEEDED FOR PICKING UP THE
REPORT.
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How to submit an IF1 report
MARK THE REPORT AND CLICK DOWNLOAD. YOU MAY
ALSO PREVIEW IT.
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How to submit an IF1 report
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How to submit an IF1 report
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IF1 Resources

• PF6 Help in IF1 and IF4
• User Services Helpline 471-8802
• askUS askUS_at_austin.utexas.edu