You can look up the CU Foundation available balance for a linked Fund 34 Gift Speedtype in the Finance System -- or run an m-Fin report in the CU-Data System
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Read the procedure
Option 1: Look up the available balance in the FIN system
In the Finance System, navigate to Main Menu > Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Define Values > CU SpeedTypes
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Search for your SpeedType using the prompts. When you find your SpeedType, click on the Gift Attributes tab. The Available Balance will display in the Foundation Gift section.
Option 2: See the available balance on certain m-Fin reports
Several reports display the CU Foundation Available Balance for gift SpeedTypes. Here are some examples:
- m-Fin OPERATING SUMMARY
- m-Fin REVENUE AND EXPENDITURE SUMMARY
- m-Fin BAE BY MONTH - SUMMARY
- m-Fin ACTUALS BY FISCAL YEAR
- m-Fin ACCOUNTING SUMMARY FUND 34
- m-Fin BALANCE SHEET SUMMARY
If you’re using m-FIN LAUNCH, you’ll see CUF next to m-Fin report names if they display a CU Foundation Available Balance.
Note - For Fundraising events, you should verify the detail of your transactions in Financial Edge to ensure revenues are appropriately recorded in your event’s Foundation Fund.
Financial Edge is the CU Foundation gift reporting system. To get access to Financial Edge contact the CU Foundation at firstname.lastname@example.org. Training is available via SkillSoft - Instructor Led Training (ILT): CU: CU Foundation Gift Reporting System (Financial Edge) Training, course ID - ilt_U00108.