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University at Buffalo Foundation, Inc.

P.O. Box 900
Buffalo, NY 14226-0900
Phone: (716) 645-3013
Fax: (716) 645-3475
Contact Us

Online User Guide

Expense Lookup Screen

Expense Transaction Lookup Window

The Expense Transaction Lookup is available by clicking on the Transaction button that is on the button bar.

From this lookup screen, you can do a search for transactions by the vendor name, or by the assigned disbursement request number. When you click on OK you will get a list of all transactions, from the accounts you have access to, which meet the criteria you entered.

Financial Analysis Report

Financial Analysis Report Prompt Window

  • This report summarizes revenues and expenses on an account-by-account basis
  • This report can only be run through the end of a selected month
  • The intended audience are unit-based budget officers
  • You must select a single hierarchy or entity
  • Only accounts that the logged in user has security granted will show on the report

Labor Expenditure Report

Labor Expenditure Report Prompt Window.

  • This report is used to give a detailed listing of payroll information for accounts.
  • You can select a single account, an account range, or a stored list of accounts to run the report on.

Logging On

  1. Click on the Login button on the main UBFirst Webpage.
  2. The UBFirst login screen will open up. Here you use your Infosource username and password to login to UBFirst. If you do not get this window, you may need to install the plugin. See the Web Plugin Setup.

Lookup Screen

Account Number

  • Type in the account number you wish to retrieve information on.
  • You can either enter a full account number, or the first few digits.

Menu Bar

File

Print Setup

Allows you to choose the printer. In UBFirst printers will appear with your computer name before them. Also through this menu item is your setup for your printer, such as paper input bin.

Print

Print current report window. Transaction lists can also be printed here.

Shortcut key: Ctrl P

Print Screen

Prints the entire contents of the screen you are looking at to the printer.

Net Asset Account Analysis Report

Net Asset Account Analysis Report Prompt Window.

  • The Account Analysis reports are used to show the Deductions and Revenues for accounts.

Non Donor Listing for Cash Recipients

Non Donor Listing Report Prompt Window.

Other Information

screenshot

Other Information Quadrant

Pictured above is the window of detail available by double clicking on the Open Encumbrances quadrant.

Philanthropic Analysis

Philanthropic Analysis Report Prompt Window

  • This report summarizes philanthropic activity on an account-by-account basis
  • This report can only be run through the end of a selected month
  • The intended audience are unit-based budget officers
  • You must select a single hierarchy or entity
  • Only accounts that the logged in user has security granted will show on the report