ACCOUNT BALANCES & OTHER QUERIES

Check out this how-to video on checking your school's Student Activity Account balance.

To check your school’s student activity account balance:

• • • • • 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_SCH_ACT_BUDGET_BAL (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

          • • • • Either scroll through all the line items to find balances (note: there will likely be a number of rows that show no balance) OR

                • Download the results and then filter out all of the rows without a balance

To check deposits and expenditures in your school’s student activity account:

1. 1. 1. 1. 1. Log into BAIS Financials

            2. From the Main Menu drop down options, select REPORTING TOOLS

            3. From Reporting Tools, select QUERY

            4. Click on QUERY VIEWER

            5. Next to “Search by,” select QUERY NAME from the drop down options

            6. 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 balance)

            7. Select how you'd like to run the report - HTML, Excel, or XML