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My-UI-Financials Resource Page

Guide to My-UI-Financials Reports

What Report Should I Use?

What report should I use to see...? Report Name
To see my monthly transactions? Revenue Expense Transfer Transactions
To see my available balance for state, ICR, and gift funds? Revenue Expense Transfer Statements
To see my available balance for grant funds? Revenue Expense Transfer Statements Inception to Date 
To see my monthly payroll expenses? Payroll Expense by Person Month End
To see the details of my encumbrances? Encumbrance Balances
To see the details of my payroll encumbrances? Payroll Encumbrance by Person Month End
To see my multi-year payroll encumbrance on grant funds during year end? Payroll Encumbrance by Person MYE Year End

What Can I See With This Report?

Report Name What can I see with this report?
Revenue Expense Transfer Transactions Monthly transactions that can be compared with the unit’s own records for that month.
Revenue Expense Transfer Statements Budget, expenses, encumbrances and budget balance available for the fiscal year.
Revenue Expense Transfer Statements Inception to Date Budget, expenses, encumbrances and budget balance available since the beginning of a grant fund.
Payroll Expense by Person Month End Monthly payroll expenses by individual.
Encumbrance Balances Details for non-payroll encumbrances such as original amount, payments, and remaining balance.
Payroll Encumbrance by Person Month End Details for payroll encumbrances by individual.
Payroll Encumbrance by Person MYE Year End Details for future year payroll encumbrances by individual on grant funds at fiscal year-end.


Got a My-UI-Financials question? Send it to myuifinancials@uillinois.edu.

Last Updated: January 22, 2016

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