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FAMIS and Canopy Cross-Reference

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Accounts

FAMIS Screen

Account Search

  • Screen 29 (Banks, GLs and SLs)
  • Screen 68 (SAs)
  • Search by:
    • Department/Sub-Department
    • Title
    • Responsible person
    • Option:
      • Display deleted accounts (Default = N)

Canopy Tab

Account Search

  • FRS / Account / Search (Banks, GLs, SLs  and SAs)
  • Search by:
  • Department / subdepartment
  • Title
  • Responsible person
  • Options:
    • Display support accounts (Default = N)
    • Display deleted accounts (Default = N)
    • Display SRS accounts (Default = Y)

Account Attributes

  • Screen 2 and 4 (GLs)
  • Screen 6, 8 and 9 (SLs)
  • Screen 50, 51, 52 and 59 (SAs)

Account Attributes

  • FRS / Account / Attributes (GLs, SLs and SAs)

Account Balances

FAMIS Screen

By Subcode

  • Screen 18 (Banks and GLs by account controls)
  • Screen 19 (SLs by budget pool and object code)
  • Screen 69 (SAs by budget pool and object code)
    • Options:
      • Change FY
      • Change thru month
      • Change year type
        • FY – fiscal year (default)
        • PY – project year
        • IN- Inception to date

Canopy Tab

By Subcode

  • FRS /Account / Summary (Banks, GLs, SLs  and SAs)
    • Choose SL Display option
      • Summary by Obj Code (default option)
    • Options:
      • Change thru month
      • Change year type
        • FY – fiscal year (default)
        • PY – project year
        • IN – inception to date
    • Can only view other FY by changing the overall FY at the top
    • Download to Excel available

By Budget Pool

  • Screen 34 (SLs by budget pool)
  • Screen 74 (SAs by budget pool)
    • Options:
      • Change FY
      • Change thru month
      • Change year type
        • FY – fiscal year (default)
        • PY – project year
        • IN – inception to date

By Budget Pool

  • FRS / Account / Summary (SLs  and SAs)
    • Choose SL display option
      • Summary by budget pool
    • Options:
      • Change FY
      • Change thru month
      • Change year type
        • FY – fiscal year (default)
        • PY – project year
        • IN – inception to date
    • Can only view FY by changing the overall FY at the top
    • Download to Excel available

Transactions

FAMIS Screen

Fiscal Year to Date

  • Screen 23 (Banks, GLs and SLs)
  • Screen 63 (SAs)
    • Sort is by subcode and then date (cannot be changed)
    • Options:
      • Change reference number displayed
      • Change to display indirect transactions
      • Change to display bank instead of offset account
      • Place cursor on transaction and press Pf6 key to see more details for that transaction
      • Can only view other FY by changing FY on screen 882

Canopy Tab

Fiscal Year to Date

  • FRS / Account / Transactions (Banks, GLs, SLs  and SAs)
    • Sort is by date and then Ref2 (clicking on any column will change sort)
    • Change beginning month to September to be fiscal year to date
    • Can filter on these fields by entering all or part of:
      • Subcode
      • Transaction code
      • Reference2
      • Reference4
      • Change to display indirect transactions
    • Click ‘Details’ on the right to see more details for that transaction
    • Can only view other FY by changing the overall FY at the top
    • Download to Excel available

Specific Month

  • Screen 46 (Banks, GLs and SLs)
  • Screen 76 (SAs)
  • Screen 47 (Banks, GLs and SLs)
  • Screen 77 (SAs)
  • Screen 48 (Banks, GLs and SLs)
  • Screen 78 (SAs)
    • Sort is by subcode and then date (cannot be changed)
    • Options:
      • Displays Ref 2 but can be changed
      • Change to display indirect transactions
      • Change to display bank instead of offset account
      • Place cursor on transaction and press Pf6 key to see more details for that transaction
      • Can only view other FY by changing FY on screen 882

Specific Month

  • FRS / Account / Transactions (Banks, GLs, SLs  and SAs)
    • Sort is by date and then Ref2 (clicking on any column will change sort)
    • Change beginning month to September to be Fiscal Year to Date
    • Can filter on these fields by entering all or part of:
      • Subcode
      • Transaction code
      • Reference2
      • Reference4
      • Change to display indirect transactions
    • Click ‘Details’ on the right to see more details for that transaction
    • Can only view other FY by changing the overall FY at the top
    • Download to Excel available

Account Statement

  • Screen 49 (SLs)
  • Screen 79 (SAs)
  • Transactions are summarized by Ref 4
    • Options:
      • Change reference number displayed
      • Change to display revenue or expenses (default)
      • Change to display bank instead of offset account

Account Statement

  • FRS / Account / Report (GLs, SLs  and SAs)
  • Search by:
    • Department / subdepartment
    • Title
    • Responsible person
    • Options:
      • Display support accounts (Default = N)
      • Display deleted accounts (Default = N)
      • Display SRS accounts (Default = Y)
    • Can only view other FY by changing the overall FY at the top
    • Download to Excel available

Subcode Search

FAMIS Screen

Summary

  • Screen 80 (Banks, GLs and SLs)
  • Sort is by account (cannot be changed)
    • Options:
      • Choose SL / SA / GL / BK
      • Choose FY to search
      • Can specify from and to accounts
      • Can specify through month
      • Can specify department / subdepartment
      • Can specify year type
        • FY – fiscal fear (default)
        • IN – inception to date
    • Can choose to suppress (default) or display zero balances

Canopy Tab

Summary

  • FRS / Account / Subcode (Banks, GLs, SLs  and SAs)
    • Sort is by account
      (clicking on any column will change sort)
    • Change beginning month to September to be fiscal year to date
    • Can filter on these fields:
      • From account
      • To account
      • Through month
    • Can only view other FY by changing the overall FY at the top
    • Can only view other FY by changing the overall FY at the top
    • Download to Excel available

Detail

  • Screen 81 (Banks, GLs and SLs)
  • Sort is by subcode and then date (cannot be changed)
    • Options:
      • Choose SL / SA / GL
      • Choose FY to search
      • Can specify from and to accounts
      • Can specify through month
      • Can specify department / subdepartment
      • Displays Ref 2 but can be changed
      • Change to display bank instead of offset account

Detail

  • FRS / Account / Subcode (Banks, GLs, SLs  and SAs)
    Click on Transaction on each account
    • Sort is by date and then Ref2 (clicking on any column will change sort)
    • Change beginning month to September to be fiscal year to date
    • Can filter on these fields by entering all or part of:
      • Subcode
      • Transaction code
      • Reference2
      • Reference4
      • Change to display indirect transactions
    • Can only view other FY by changing the overall FY at the top
    • Download to Excel available

FAMIS_REF_TOOLS_FAMISCanopyCrossRef.docx