using GECs and Macros Christine Duddleston Business Manager SGPPSociology Using the General Error Correction GEC to enhance departmental financial information Identifying department reporting needs ID: 730891
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Slide1
Finding the Big Picture using GECs and Macros
Christine
Duddleston
Business Manager,
SGPP/SociologySlide2
Using the General Error Correction (GEC) to enhance departmental financial informationIdentifying department reporting needsIdentifying UAccess system capabilities
Demonstration – Let’s get to work!
Overview Slide3
How much do we spend on everything?Can we use UAccess
Financials to help meet these needs?
YES we can!
ProblemSlide4
Brainstorm!Determine key categoriesCategories = Financial Reporting Codes (e.g., Administration, Development, etc.)
Activities within the categories = Sub-Accounts. (e.g., Staff salaries fall into Administration)
Sub-Accounts feed into the Financial Reporting Codes
StepsSlide5Slide6
Categories = Financial Reporting Codes (e.g., Administration, Development, etc.)A Financial Reporting Code is a code that groups sub-accounts across multiple accounts for reporting purposes.
CategoriesSlide7
The second level of categories were also considered Financial Reporting Codes
Categories Slide8
Activities Activities within the categories = Sub-Accounts. (
Ie
, Staff salaries fall into Administration)
Sub-Accounts feed into the Financial Reporting CodesSlide9
Financial Reporting Code
Financial
Reporting Code
Sub-Account Slide10
Use GEC to add Sub-AccountsGEC Template with Macro to transfer large sets of expenses
(
largest GEC
contains
223 lines!)
Creation of the macro is a one-time set up.
Once you’ve saved your GEC macro, you can use it over and over again – saving you time
Implementation Slide11
Definition: a single instruction that expands automatically into a set of instructions to perform a particular task.Created in Microsoft Excel
Think of a macro as a movie where you are the director.
Macros can be used to format data any way you want!
What is a macro?Slide12
Created report in UAccess AnalyticsThis data was used to create a flowchart and was presented by our department head to the Dean.
Because we have the structure in place, future data collection will be easier
OutcomeSlide13
OutcomeSlide14
Christine DuddlestonBusiness Manager SGPP/Sociology
cmeranza@email.arizona.edu
Contact InfoSlide15
Demonstration!Slide16
GEC Import TemplateSlide17
Import Line locationSlide18
Questions?