The UAB GL End User responsibility gives the user the ability to view GL account string dollar balances and dollar transactions based upon his/her security rules, view all GL attributes (non-dollar data) for any and all account string, without regard to his/her security rules, and run certain predefined GL ad hoc reports on line.

Note: The UAB GL End User responsibility will appear on your Personal Home Page with your Blazer ID, i.e. UAB GL End User-blazerid.

GENERAL LEDGER (GL) ACCOUNT STRUCTURE

1. GL Accounting Key
2. GL Account Alias

MENU OPTIONS

Requesting Access

• Access Control Form (ACF)

Inquiry

UAB $ Balances: The UAB GL End User responsibility provides two inquiry options: UAB Dollar Balances Inquiry, Accounts Inquiry, and Journals Inquiry. Utilize the UAB $ Balances Inquiry to access information related to a specific account string.

• Using the UAB $ Balances Inquiry
• Journals
• FAS Screens
• Service Center Backup Documentation in OnBase

Video Tutorials:

• Oracle FN: How to View Account Statements Using UAB $ Balances
• Oracle FN: How to Use the Query Function in the Journals Menu Option
• OnBase: Using the OnBase Web Client

UAB Attributes

• UAB TASC Form
• UAB Attribute Dictionary

Video Tutorials:

• Oracle FN: How to View the TASC Form for a GL Account String
• Oracle FN: How to Enter Header Parameters for the UAB Transaction Download
• Oracle FN: How to Create the UAB Transaction Download for GL Account String(s)

Reports

• Run
• UAB Account Statements

Video Tutorials:

• Oracle FN: How to View Report Output in UAB Transaction Download
• Oracle FN: How to Run the Drilldown Report for UAB $ Balances

UAB Workflow

• Personal Worklist
• WAM Approval Paths
• UAB Doc Locator

Payroll Information Extracts

• Payroll Information Extracts

ADDITIONAL RESOURCES

• Oracle HR & FN System Training — Financial Affairs maintains an Oracle Accounting Applications website as a resource for users of all Oracle finance applications.
• UAB Expenditure Guidelines — Provided by UAB Financial Affairs as a resource to UAB faculty and staff to assist them in fulfilling their job responsibilities by informing them as to UAB's institutional policies and procedures applicable to the expenditure of UAB funds.
• Official Object Code Listing — UAB's official object code listing for the Oracle General Ledger and Grants/Projects Accounting primary object codes. Provides search tool. Includes request form for new object codes.
• Changing the Default Export Application — Detailed instructions on how to set Excel as the default application to open .tsv documents. This is suggested for exporting documents from the system into Excel.