Fund - Organization (Budget) Access Reports

Fund and Organization (Budget) Access Reports are designed to provide fund and organization access and approver information for both University and Foundation charts to authorized individuals who help manage this access. 

Fund and Organization Access by Person This report offers lookup capabilities for an individual, providing details on current Finance SSB access, Fund and Organization authorization, and any established Approver authority. Specific individual details are required.

Budget Access by Fund and Organization This report allows users to look up access details for a Fund and Organization, providing information on authorized individuals and current Approvers over the specified budget. Specify the Chart of Accounts (COA) and a Fund and Organization code.

Budget Approver Detail Report This report provides a list of current approvers over specified Fund(s) and Organization(s). Users can make selections for an individual Organization code or for hierarchical "roll-up" Cost Center, Division, or Department group codes. If a group code is chosen, the report covers all areas within that group, including Chart, Fund, Organization, Approver, Approver Queue, and any required Next Queue approval information.

Budget Approver Detail-CSV Users may request this report in spreadsheet format.

To request needed access, visit FOAPAL Authorization Request

All users with Finance access should be able to run these reports. For any issues or questions, please email us at