The ASU All Gift & Agency Restricted report is the report you would pull to view your club’s Agency account balance. Remember – this is the account that is NOT associated with AS&F. Think of this as your club’s savings account. Make sure you utilize all funding from AS&F before using funds from your club’s Agency account.
To access this account, search “ASU All Gift & Agency Restricted” in the Workday search bar. Click on the report, and you’ll find that you have a few parameters to fill out. The only fields that need to be filled out are the “Organization” and “Period.” Your club’s Agency number in the format AG###, or simply the club's name will go in the “Organization” field. In the “Period” field, remove the auto-populated period, click back into the field and select “All Periods,” then the current fiscal year, then scroll down to select “P12 - Jun” to catch all year to date activity. Now, click “OK” and your report will populate.
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Simone Lenzini
Budget Director
719-587-7851
Erin Stonebarger
Budget Analyst
719-587-8149