Find Fund Balances
Learn about finding fund balances in the Accounting and Reporting at Columbia (ARC) system at Columbia University.
Details
Users with appropriate security access can view a results page at the end of the ChartField Statement report that contains a summary that includes the fund balance, claim on cash, and, in some cases, petty cash information.
Claim on cash is calculated from data shown in the specific ChartField Statement run, i.e., 4-series accounts, as well as from other sources. As such, the claim on cash number will not tie directly to the information in the report.
Claim on cash will appear if you are looking at the Trial Balance by Account Detail report.
In order to access reports, you will need to have access to our financial systems. Visit Required Trainings by Role for details about gaining access.
Trainings
There are a number of trainings available in our Training Library that will guide you through the reporting process, including:
- Advanced ARC Reporting (job aid)
- Advanced ARC Reporting (job aid)
- Advanced FDS Reporting (job aid)
- Advanced FDS Reporting (job aid)
- Advanced FDS/Self-Service Reporting (web-based)
- Advanced FDS/Self-Service Reporting (web-based)
- APCAR Invoice Inquiry Reports (job aid)
- APCAR Invoice Inquiry Reports (job aid)
- Asset Management Reporting Inventory (job aid)
- Asset Management Reporting Inventory (job aid)
- COB Analytics Reporting Workshop (instructor-led)
- COB Analytics Reporting Workshop (instructor-led)
- FDS On Demand Reporting (job aid)
- FDS On Demand Reporting (job aid)
- FDS Scheduled Reporting (job aid)
- FDS Scheduled Reporting (job aid)
- Frequently Used Fiscal Year Financial Reports (job aid)
- Frequently Used Fiscal Year Financial Reports (job aid)
- Frequently Used Project Lifecycle Financial Reports (job aid)
- Frequently Used Project Lifecycle Financial Reports (job aid)
- Managing FFE Time Entry Transactions (job aid)
- Managing FFE Time Entry Transactions (job aid)
- PS Query Reporting (web-based)
- PS Query Reporting (web-based)
- Purchasing Reports Overview (job aid)
- Purchasing Reports Overview (job aid)
- Reporting for Inquiry Only Roles (web-based)
- Reporting for Inquiry Only Roles (web-based)
- Reporting Inventory (job aid)
- Reporting Inventory (job aid)
- Reporting Overview (web-based)
- Reporting Overview (web-based)
- Requisition Pre-Encumbrance Display Values (job aid)
- Requisition Pre-Encumbrance Display Values (job aid)
- Running COB Analytics using Web Intelligence (Webi) (job aid)
- Running COB Analytics using Web Intelligence (Webi) (job aid)
- Sponsored Project Report WebViewer (job aid)
- Sponsored Project Report WebViewer (job aid)
- Using DARTS for Legacy FAS Reporting (web-based)
- Using DARTS for Legacy FAS Reporting (web-based)
- Using the Project Reporting Jump Pages (job aid)
- Using the Project Reporting Jump Pages (job aid)
Still have questions?
Visit our Service Center.