ChartField Requests

Create, update and inactivate ChartFields, the building blocks of the U-M’s financial reporting structure.

Journal Entries

Create a journal entry, to correct errors or move funds between ChartFields. Journal entries record transactions, or move existing transactions in the university’s General Ledger.

Approver Table Maintenance

Create and update Approver Tables, a tool to manage department approvals for journals or vouchers. This tool is used by department managers (or department contact.)

Earmarks (UDC)

Earmarks, also known as a UDC (unit-defined commitment) allow you to designate funds (revenue or expenses) that you are expecting, but have not yet happened.

Reconciliations

Find information about various methods of reconciliation such as: submitting supporting documentation, resolving errors and eReconciliation.

MGMT Reports – Tableau

Management Reports (MGMT) are a suite of reporting tools designed to help University of Michigan units monitor their financial and payroll activity. MGMT Reports fall under two categories: Finance Reports and Payroll Reports. Please visit the MGMT Reports site to access reports or for more information.