CUConnect

Enter your user name Change my PIN!
Enter your PIN number I forgot my PIN!

How to Use CUConnect:

Contact your institution's Budget Director to activate your login. CUC Directors contact Barbara White to request logins for your employees.

Account Review

Select "Account Review" to view supervisor reports.

The next screen shows the "Statement of Operations" report. The report includes the budgeted amount; a summary of activity, by month; year-to-date total, percentage of budget used, summary of encumbrances, and remaining budget balance by object code. One note of caution: since CUConnect is updated on a daily basis, the monthly totals are not final until the month is closed. In other words, if you are reviewing the monthly total in the middle of the month, the sum total will likely appear as a significant surplus due to the fact that most revenues are received at the beginning of the month and the biggest expense (payroll) typically occurs towards the end of the month. In addition to viewing a summary of operations, you can also view "Transaction Detail". There are two ways you can review the account detail:

The "Transaction Detail" report includes the date of the transaction, the source of the transaction, a reference number, a description of the transaction, and the dollar amount. The following lists the types of sources of transactions:

One of the most useful features is the ability to view more detail on journal entries, purchase journals, and cash disbursements. In general, you can "drill down" on anything in the color blue to obtain more detailed information. Click on anything highlighted in blue under the reference column and this will take you to another screen with more information. For example, if you want to obtain more information on a purchase journal (check), click on the voucher number in blue "V9999999". This takes you to a purchase journal listing for the selected voucher. The purchase journal listing includes the following:

The check number will also be highlighted in blue. Click on the check number to go to the check detail screen. The check detail screen includes the following:

* The check amount may differ from the voucher amount because multiple colleges and departments pay the same vendor and only one check is issued to that vendor.

The check status lets you know whether the check is outstanding or cashed. There are two types of status, Outstanding and Reconciled. Outstanding means the check has been paid and Reconciled means the check has been cashed.

Check Review

Select "Check Review" to review the status of a payment by check. Enter the check number and click submit. The check detail screen will appear and includes the following information:

*The check amount may differ from the voucher amount because multiple colleges and departments pay the same vendor and only one check is issued to that vendor.

The check status lets you know whether the check is outstanding or cashed. There are two types of status, Outstanding and Reconciled. Outstanding means the check has been paid and Reconciled means the check has been cashed.

Exporting Data

In addition to reviewing account summary and detail, all information can be downloaded into Excel. There are two methods to export data:

The "Download to an Excel Sheet" link only appears on the "Statement of Operations" report. Please note, the download link will only download the data and not the formats or hyperlinks. The copy paste method will paste all web-based formats and hyperlinks. This method can be used on all reports. The hyperlink information does not refresh for updated information. CUConnect is updated daily at 11:30 pm.

Last updated: 2/3/2011 6:51:56 PM