ACCOUNT BALANCES & OTHER QUERIES
Check out this how-to video on checking your school's Before/After School Account balance.
How do I check Before/After School Account balances?
To check your school’s before/after school account balance:
Log into BAIS Financials (try this link if the other does not work)
From the Main Menu drop down options, select REPORTING TOOLS
From Reporting Tools, select QUERY
Click on QUERY VIEWER
Next to “Search by,” select QUERY NAME from the drop down options
In the blank next to “begins with,” enter Y_GL_QRY_SCH_BA_PROGRAMS_BUD (Tip: Favorite this query, so you don't have to enter this query name each time you check the balance)
Select how you'd like to run the report - HTML, Excel, or XML
In the blank next to “department,” enter your school’s 6-digit RC Code
Click VIEW RESULTS
How do I check Before/After School deposits and expenditures?
To check deposits and expenditures in your school’s before/after school account:
Log into BAIS Financials
From the Main Menu drop down options, select REPORTING TOOLS
From Reporting Tools, select QUERY
Click on QUERY VIEWER
Next to “Search by,” select QUERY NAME from the drop down options
In the blank next to “begins with,” enter Y_GL_QRY_EXP_PO_CN_DTL (Tip: Favorite this query, so you don't have to enter this query name each time you check the deposits and expenditures)
Select how you'd like to run the report - HTML, Excel, or XML
Enter the following for the blanks:
Fund Code: 475
Organization: Your school’s 6-digit RC Code
Program Code: %
Sub-Classification: %
Project/Grant: %
Account: %
Budget Reference: %
From Accounting Period: 1
To Accounting Period: 12
From Fiscal Year: Starting year (for example, if you just wanted to look at this current school year, you'd enter 2020, but if you wanted to look at the account over time, you'd enter 2019)
To Fiscal Year: Ending year
Click VIEW RESULTS
