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SANDI - Financial Feeds

This article outlines how to validate and generate the financial feeds download to send to campus.

Accessing Financial Feeds

You can access the feeds in Reports & Queries or via the shortcut on the AR Worklist as shown below

FinFeedAccess

  1. Select Reports & Queries
  2. Select Financial Feeds

FinFeedScreen

Note: when entering the Financial Feed screen, the view automatically displays one month of feed listings.

Actions:

Vieweyeball View Icon - Select to view the feed.

downloadicon Download Icon - Select to download the feed for sending to campus.

deleteX Delete Icon - Select to remove the feed.

Validate AR

This will check whether any accounts attributed to the AR range selected do not have a Banner ID attributed.

Note: Dates automatically default to the prior day.

 FinFeedGenFeed

1. Select Accounts Receivable or General Ledger

2. Select the desired To/From Dates

3. Select Submit

No Issues Found

If there are no issues found in the feed a notification bar will appear at the top of the screen stating No Issues Found

FinFeedNoIssueFound

Issues Found

If an issue is found the notification bar will appear with the error(s) that need to be addressed.

Note: The notification bar will stay static until Esc is selected.

FinFeedIssueFound

Generate Feed

Once validation runs error free you may proceed to generate the feed.

FinFeedGenFeed

Note: The dates always default to the prior day. 

1. Select AR or General Ledger

2. Select the desired To/From Dates

3. Select Submit

4. Select the downloadicon Download Icon to download the feed to your PC for sending to campus.



KeywordsAR, GL, feed, upload, GAR, campus   Doc ID123520
OwnerTina O.GroupUofI College of Veterinary Medicine Teaching Hospital
Created2023-01-23 09:52:25Updated2023-05-30 09:21:02
SitesUniversity of Illinois College of Veterinary Medicine Teaching Hospital
CleanURLhttps://answers.uillinois.edu/illinois.vetmedvth/sandi-financial-feeds
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