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Advances and Expense Reports

Running WEB Reports

If you cannot scroll through pages/down the page of a WEB report, you may need to run the report in a different browser. IT Services recommends using Chrome. More information about supported browsers is available in the IT Knowledge Base.

Instructions for logging in to reports and exporting data is available on the Running Web & Crystal Reports page.
Crystal Reports software is not required to run the web report templates.

PLEASE NOTE: Since these Reports are Fund/Org secure, you will only be able to view documents posted to Funds to which you have access. If an Advance was reconciled on an Expense Report to a different fund, and you do not have access to query that Fund, it is possible that it appears in the Outstanding Accountable Advances reports even though it is NOT outstanding. In such cases, email the Finance Help Desk (fishelp [dot] acct [at] mcgill [dot] ca) and we will verify if the Advance is truly outstanding.

 

Advances and Expense Report Templates

Advances & Expense Reimbursements by Fund WEB Report

File Advances & Expense Reimbursements by Fund CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-02-17

Description:
Displays all Accountable Advances and Expense Reimbursements charged to a Fund by Fiscal Year and Fiscal Period. Includes posted transactions only.

Report Help:
Advances and Reimbursements by Fund [.pdf]

Prompting Query Fields:
- Fiscal year
- Fiscal period
- Fund code

 

Advances & Expense Reimbursements by Responsible ID WEB Report

File Advances & Expense Reimbursements by Responsible ID CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-08-19

Description:
Displays all Accountable Advances and Expense Reimbursements belonging to a Responsible McGill ID.

Report Help:
Advances and Reimbursements by Responsible ID [.pdf]

Prompting Query Fields:
- Responsible McGill ID

Advances & Expense Reimbursements by Org Code WEB Report

File Advances & Expense Reimbursements by Org Code CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-02-17

Description:
Displays all Accountable Advances and Expense Reimbursements charged to Department ORG within the Fiscal Year.

Report Help:
Advances and Reimbursements by Organization [.pdf]

Prompting Query Fields:
- Fiscal year
- Dept. ORG code

Advances Expenses by Reference Number Search WEB Report

File Advances Expenses by Reference Number Search CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-02-17

Description:
Displays the transaction details for a specific Advance or Expense Reference Number.

Report Help:
Advances and Expenses by Reference Number Search [.pdf]

Prompting Query Fields:
- Advance or Expense reference number

Outstanding Accountable Advances by Org Code WEB Report

File Outstanding Accountable Advances by Org Code CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-02-17

Description:
Displays ALL Outstanding Accountable Advances charged to a Department ORG.

Report Help:
Outstanding Advances by Department Organization [.pdf]

Prompting Query Fields:
- Dept. ORG code

Outstanding Accountable Advances by Responsible ID WEB Report

File Outstanding Accountable Advances by Responsible ID CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-02-17

Description:
Displays all Outstanding Accountable Advances linked to a Responsible McGill ID.

Report Help:
Outstanding Advances by Responsible ID [.pdf]

Prompting Query Fields:
- Responsible McGill ID