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I am expecting some income; How can I check to see if this has been received and is available?
There are a number of ways in which you can check to see if your income has been received. The simplest way is to establish whether or not your budget has been increased by the amount of income you expect to receive.
To do this use the following steps:
- Run the standard Budget vs Expenditure query.
- Using the expension buttons on the left of the results screen expand the view to its lowest level.
- Looking in the Budget Column - the 4 th money column - scroll down to either account 3083 -Transfers from another Department or 9990 - Budget Account.
- You can drill further by selecting the link to reports function to the right of the report. For the line that you have expanded, select link to budget report and this will create a detailed budget view for the budget amount on that line.
- You will see every budget entry on that line.
How do I transfer a budget from one account to another?
In order to make budget transfers in AGRESSO, send an email to firstname.lastname@example.org or email@example.com copying the relevant account owner(s), stating the following:
- Source Subaccount
- Destination Subaccount
- Explanation as to the nature of the transfer
Please note, transfer will only be made with the approval of the account owner.
How can I filter information on a report for specific time periods / expenditures etc.?
After the report has been loaded, enter desired criteria in any of the white boxes provided below the report headings. Rehit the "Search"-Button to view filtered details.
In the example, period has been restricted to 202202 (November 2022)
How to I get my report into Excel?
When you have run a report you can copy the results to an Excel spreadsheet by selecting the "Export" button at the bottom of the report.
A new screen will appear and select "Browser" in the pop up window.
The report will be saved in your downloads folder.
How to request access to Agresso and accounts?
In order to create a new User Account in Agresso, please raise a ticket with the ISS helpdesk.
How can I review Budget Movements?
Budget movements can be viewed from within the relevant expenditure report (e.g. D Cost Centre, School / Directorate, UMT Area).
Within the expenditure report, ensure that you select the Detail Level of “All levels”.
Over at the very right hand side of the report you will see a Column entitled “Links to reports”.
Wherever there is an entry for a budget amount, you can click the dropdown box and select “Budget Detail”. This will open up a separate browser window with the detailed budget information.
Note: If nothing happens when you click the Budget table link, you may need to disable the pop-up blocker in your Internet Browser. This can be done as follows:
Tools - Pop Up Blocker – Turn off Pop Up Blocker
Tools – Options – Content (Untick the Check-box for “Block pop-up windows”)
Go to Settings – Advanced Settings
Under Privacy, click Content Settings……
Under Pop-Ups, click “Allow all sites to show pop-ups”
Go to Preferences – Security
Turn off “Block pop-up windows”