Review Available Balance of Unposted Applications Report

Review Available Balance of Unposted Applications Report

This report provides information about the available balances for each Fund associated with an unposted application. You can use this report to determine if a Fund will exceed its available Grant balance when the Grant is complete.

NOTE: You can access this report from anywhere in FIMS by selecting Reports > Grants > Application Reports > Review Available Balance of Unposted App.

Review Available Balance of Unposted Applications Fields

Running the Available Balance of Unposted Applications Report

1. In the Grantee and Grant Management Module, select Reports > Application Reports > Review Available Balance of Unposted App. The Review Available Balance Configuration window opens.
Review Available Balance Configuration Window

2. In the Include Which Applications section, enter any of the following information ranges to filter the applications that will be added to the report. The more information you enter, the more specific your report results will be. 

• Grant Dates
• Project Codes
• Action Codes
• Batch
• Program Officer

3. In the Define What is Available to Grant for the Funds section, select the G/L information that you want to use for your report: 

• Fiscal Year / Fiscal Period 
• GL Account Types
• Subtract Recent Gifts: If you enter a date range in these fields, any Gifts received during the selected range will be excluded from the balance listed on the report.

4. When you are finished, click the Proceed with Report button to run the report.