Administrative Systems

Downloads available through EDGAR Finance Queries:

Budget Summary

  • The Budget Summary provides a high level overview of financial activity by fund code.  Activity is summarized by major budgetary categories.  For example, office supplies would be included in a total for all supplies and expenses activity.
  • There are three Budget Summary formats:  Fund Budget Summary for fiscal year funds.(.e.g., A, D, G, and H funds which are tracked July 1 – June 30), Grant Budget Summary for research funds which are presented inception to date (ITD); and Plant and Maintenance Budget Summary for capital projects and major maintenance (B, M, and P funds) also ITD.

    • The beginning fund code letters generally mean the following:
    A – Current funds
    D – Designated funds
    G – Gift funds
    H – Endowment funds
    R – Research funds
    B,M,P – Capital projects

  • Download options is both at the end of the query performed on the Rice Books menu and as a download option on the Download Menu.
  • Two download options exist:  download of data as presented in the query report or download with supporting account code detail in support of the activity displayed in the query report.

Budget Status

  • As a query, the Budget Status presents financial activity at the account level of detail for one specific fund and organization code.  For example, the Budget Status communicates total office supplies expenditures for fund A1 in org 670000 but not the individual office supply transactions.  Both YTD (year to date) and ITD (inception to date) formats are available depending on the fund type.
  • The query is on the Rice Books menu; the download option is on the Download Menu only.