Online User Guide - Table of Contents

Introduction

• What Is UB First?

Initial Setup

• Requirements for accessing UBFirst
  

Main Screen

• Menu Bar
• Button Bar

Account Lookup

• Lookup Screen
• Account Summary
  • Account Overview
  • Transaction Listing
  • Encumbrance Summary
  • Other Information

Transaction Lookup

• Expense Lookup Screen
• Revenue Lookup Screen

Reports

• Overview
• Account Activity Report
• Account Access List Report
• Balance Listing Report
• Budget Status Detail Report
• Budget Status Summary Report
• Financial Analysis Report
• Labor Expenditure Report
• Net Asset Account Analysis Report
• Non Donor Listing Report
• Philanthropic Analysis
• Revenues Report
• Trial Balance Report
• UBFWIT Transactions Report

Images

• Scanned Documents

View Personal Information and Documents

• My Info, Paystubs and W-2 forms