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Important Notes:

  • This report can be used to verify that a payment has been created and can be used to identify the associated payment number.

  • If you need to request report access, submit an Access Request Form. When submitting the access request, include the name of the report and any other details that might be needed.

Step 1: Locate and Launch the Report

  1. Access Boise State Reporting Budget & Finance and locate Payables - Campus Transaction Dashboard.

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Note

If you need to request report access, submit an Access Request Form. When submitting the access request, include the name of the report and any other details that might be needed.

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Step 2: Enter Search Parameters

  1. Search for Requisitions using the following options:

    1. Fund, Department, Cost Center, Account, Supplemental and Project: Leave these fields blank or enter or any of Funding Segment String values you want to search

    2. Party Name (Supplier): Leave blank or enter the name or characters from a name of a Supplier

    3. Transaction (Invoice) Number: Leave blank or enter an Invoice number

    4. Payment Status: Leave blank or search for particular status (ex: approved or cancelled)

    5. Pay Group: Leave blank or select particular payment type like P-Card or Internal Payment

    6. Accounting Dates: Leave blank or enter data parameters

  2. After entering specific search parameters, select Apply.

Step 3: Review Output and Export Results (if needed)

  1. The Payables Dashboard Query results will display below the search parameters.

  2. If needed, you may export the output by navigating to the Action (gear) icon in the upper right corner,

    1. Select Export to Excel and Export Current Page.

End of Process

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Need help with the steps above?

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