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Payables - Campus Transaction Dashboard

Payables - Campus Transaction Dashboard

Owned by Brookebarton
Last updated: Jan 25, 2025
2 min read

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.

Boise State Reporting will display the reports in either a List or Card view.

  • Change your view by selecting either List View or Card View in the upper navigation.

  • By default, this report launches with the category filter set to “All Reports”. If needed, update the Filter by Category drop-down to view reports specific to one area of reporting

  • Favorite commonly used reports by selecting Favorite in card view and the star icon in list view.

  1. After locating Payables - Campus Transaction Dashboard, select Launch on the report card or Launch located on the right side of the report name if you’re in list view.

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 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

Need help with the steps above?

Office of Continuous Improvement
oci@boisestate.edu
1910 University Dr. Boise, ID 83725-1247