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Use this procedure to obtain a set of reports showing actual revenues and/or expenses (depending on what you select), with current as well as cumulative actuals. Perform this procedure when you need a management report, typically, to get a fiscal year ‘slice’ of funds that ordinarily are reported on a cumulative basis (most restricted funds). For example:
• View recent activity for a department’s gift funds in the context of the complete cumulative performance of each fund.
• Easily report what part of a department’s restricted research costs occurred in a specific UT fiscal year.
Please view our instructional document on the IRIS Help website entitled "ZFM_CUM_AND_YTD - Cumulative and Year-To-Date Balances".
For additional assistance utilizing IRIS, please visit our instructional documents and videos on the IRIS Help website. You can also submit a help ticket online if you have additional questions.