BI51
Report Title:
Statement of Accounts Quick
Module:
GM
Report Location:
Umoja BI/Finance/Grants Management
Main Purpose:
This is a special version of the Statement of Accounts Report (SOA) designed to execute quicker that the SOA Report standard version. This Performance improvement was achieved by merging the Transfer IN and Transfer Out Columns into one single Transfers column in the Income area. The rest of the Report is identical.
Target Audience:
Grants Management Users (Accountant
Program Officer in Substantive Offices
Budget Officer
to track the spent and unspent balance)
Chief Finance Officer of a mission
SPM or UN Office to review accounts
Potential Users:
Executive Officers
Budget Officers
Project Management Officer
Enterprise Role
BI FI Grants Management
BI.08-BI:FI GM POWER USER
BI.18-BI:FI GM BASIC USER
BI.27-BI:FI GM ANALYTIC USER
Known Limitations:
Transfer IN and Transfer Out are combined in "Transfers" to improve performance
Mandatory Fields:
Posting Period: From-date, To-date, Fund Hierarchy
Recommended Fields:
Fund Hierarchy Node. Do not delete "Currency Type"
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