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
Log into the Finance System.
From the Finance Inquiry or Finance & Accounting homepage, click the SpeedType tile.
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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
Log into CU-Data.
Several m-Fin 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 CU-Data Advancement Intelligence (AI) to ensure revenues are appropriately recorded in your event’s Foundation Fund. To view AI reports, log into CU-Data, use the menu on the left to select the AI Landing Page, then select the CU Foundation menu.
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