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Home / Documentation / Choosing a Financial Universe

Choosing a Financial Universe

Chart

This is a decision tree for choosing a financial universe. See the Text tab on this page for accessibility.

Text

  1. Do you need a chart of accounts, or accounts without a transaction?
    1. Yes – Financial Account Universe
    2. No – See question 2
  2. Do you need detail on each journal entry?
    1. Yes – Financial Account Transaction Universe
    2. No – See question 3
  3. Do you just need account balances?
    1. Yes – Do you need to include GL information?
      1. Yes – Do you also need SL information?
        1. Yes – Do you need to see detail by balance sheet categories?
          1. Yes – Financial SL-GL Combined Universe
          2. No – Financial SL-GL Balances Universe
        2. No – Financial GL Snapshot Universe
      2. No – Financial SL-SA Account Summary Universe
    2. No – See question 4
  4. Do you need Accounts Receivable information?
    1. Yes –  Do you just need invoice balances?
      1. Yes – Financial ARInvoice Universe
      2. No – Financial ARInvoice Transaction Universe
    2. No – See question 5
  5. Do you need Budget, Fixed Asset, Awards, Voucher, AggieBuy, or Concur information?
    1. Yes – Find the corresponding universe, beginning with “Financial”
    2. No – Reach out to support@tamus.edu for help

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Related

  • Employee Organizations
  • IPEDS HR Report
  • How Do I Request Access to BusinessObjects?
  • How to Schedule a BusinessObjects Report
  • Choosing a Financial Universe
  • Choosing an HR Universe
  • Choosing a Payroll Universe
  • Choosing an Other Universe
  • Changing Ownership of Scheduled BusinessObjects Report
  • Exporting BusinessObjects Reports
  • Modifying BusinessObjects Scheduled Reports
  • Navigating Folders in BusinessObjects
  • Current vs. Historic Attributes
  • FTE Quarterly Reporting
  • BusinessObjects Security Access
  • BusinessObjects Applet Error

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