Non-Salary Spending Report

The Non-Salary Spending Report was developed to provide one report that would provide spending information on all transactions (other than salaries) whether the payment was for a purchase, travel, internal service, check request or Supply Mall transaction.

The table of data that supports the report contains the most recent 12 months of transactions. The table is refreshed on the 1st day of each month bringing on the last month and dropping off the 13th month. The report can be very useful as a tool to support ledger reconciliation. The report can be run for any date range (within the 12 month data window) and the user can specify department, fund, project and/or class code. (Do not leave any fields blank; use the % as the wildcard if all results for a field are required)

Some of the reporting features include:

• BuyCard purchases show the supplier with whom the transaction was made, rather than the bank.
• The report will show the class description along with the class code.
• For projects, the name of the principal investigator will also be shown.
• Express freight shipments through eShip Global will show the DHL or FedEx air bill number.
• Purchases made in the supply mall will have an invoice number that begins with "UTSM".

The report is produced as a PDF (example report).

Navigation to the Non-Salary Spending Report:
Purchasing>Purchase Orders>Reports>Non-Salary Spending Report

Form more information see the attached training material.

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Query

For those users who need to manipulate the data in Excel, there is a standard query written that has prompts for the date, department, fund and project. The query name is UTAP0038_NON_SALARY_SPENDING .

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Table for Building Your Own Query

In addition, there the table that supports both the report and standard query can be used to create your own queries. The name of the table is UT_AP_SPENDING - Non-Salary Spending Table. Using this approach, users can select only the fields that are useful. Columns can be ordered and sortsed to suit the user's needs. The results can be saved to Excel for further analysis using tools like pivot table reports.

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If you need assistance with the report, query or table please contact Procurement. We are available to offer support and can instruct classes for groups of users.