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Accounts

Lookup UBF Account Summary by:

• Account Number
• Account Name
• University Entity
• Financial Responsibility
• Browse All Accounts (that you have access too)

Transactions

Lookup transactions by vendor name, disbursement request number, deposit number, or by payroll check date/employee name.

Reports

Run one of many UB Foundation Reports.

• Account Activity Report
• Budget Status Detail Report
• Budget Status Summary Report
• Payroll Detail Report

Stored Lists:

View and Edit Stored Lists. These are used for getting different groups of accounts for reporting purposes.