Do I need to download the Brio Plug-in everytime I use Brio?
No. You only need to download the plug-in once. Please note that there is a bug in Internet Explorer v7 that asks users to download the plug-in every tome they run a report. If this happens, just cancel the download and you will be able to run your report.
Can I use Brio on my home computer?
Yes, you must use a VPN client to access the NYUHome or NYU Reporting website. Then you can download the Brio plug-in and use Brio on your home computer. The VPN client can be obtained on the ITS website at http://www.nyu.edu/its/software/vpn/.
Can you save the navigation to the financial reports folder in Brio to your desktop?
You will need to navigate from the root folder to the financial reports folder in order view the available standard reports.
Why is Brio not directly compatible with a Macintosh?
Currently there are limited high-end financial reporting systems that are compatible with Macintosh that would meet NYU’s financial reporting needs. The systems available on the market for Macintosh users are not up to NYU’s standards.
Can I download the Brio Plug-in from the Reporting Website?
No, you must download the Brio Plug-in from NYUHome.
Can I run more than one report at a time?
If you access Brio through the NYU Reporting page (https://www.nyu.edu/financial.services/reporting) you will be able to run more than one report at a time using different browser windows.
Can I use Brio on a SAFARI browser?
No. Please use Internet Explorer 6 (IE6) or higher, or Netscape 7.0.1.
Can we get a report for check clearing date/ notification when checks are issued to vendors?
Yes, this field will be available on at least one of the standard reports. This functionality is currently being developed.
If a check is paid on multiple projects will you be able to see the prices of the check per project?
Yes, as long as the Projects are added to your chartfield selections.
Can I combine and associate PO Activity with General Ledger Activity?
You cannot combine standard reports, but can create ad hoc queries in Brio to meet this need.
Will indirect cost be encumbered in this new system?
Indirect costs does not get encumbered.
Can you pull a Salary Expense Report by Employee ID (especially useful when T & E is spread across multiple projects)?
The current structure of the Salary Expense Report has not changed.
Can you have the detailed report viewable from the summary report?
No. You will have to run the detailed report separately.
Can you run a report on individual on salaries?
Not in Brio financials. Instead, use the Salary Expense report for this information.
Will account descriptions be available in Brio?
Yes, you can view an account description in the Account Summary report.
Is it possible to have an option on the Checks Issued Report to search by vendor name instead of vendor ID?
Both Vendor Name and Vendor ID are available fields in the Checks Issued Report. An available parameter for this report is Vendor ID. You can also pen the bqy file to do a search based on Vendor Name.
Will there be an “account” field in the Summary Report (with the ability to limit)?
Account is a parameter field that you can limit on for all reports including the Budget Report.
Please contact ITS Client Services by calling x8-3333. Then select option "3" to reach their Administrative Systems Support team. If you wish to request help regarding the Financial Reporting environment via email, please send your inquiry to askITS@nyu.edu.
When the answer is not within the purview of ITS Client Services, they will immediately route your issue or question to the appropriate department in Financial Operations and Treasury (CDV), or the Budget Office. These groups have committed to responding within designated timeframes (determined by the type of incident or question), and will either resolve your issue immediately, or provide you with an estimate of the amount of time a resolution will require.
Please go to http://www.nyu.edu/financial.services/cdv/resources-pg76 to find a description of standard services for the Financial Operations and Treasury and Budget Office teams.
The Chart of Accounts Consolidation Project Team is currently reviewing the 4,583 existing account codes with the goal of streamlining the account listing by consolidating redundant account codes and deactivating those account codes that have had no activity for the past two fiscal years. The new consolidated account codes will go into effect on September 1, 2013 (for FY2014 activity).
A valid NYU NetID and password are required to view the following:
Account Consolidation Look Up Tool (XLS) - Type in an account number to see if it is being consolidated.
Inactive & Consolidated Account List (XLS) - Full list of accounts to be deactivated or consolidated.
Most Frequently Used OTPS Accounts (PDF) - A listing of the account numbers used most frequently.
For more information visit the Chart of Accounts Consolidation Wiki.
The Controller's Connection newsletter provide updates and information about the Controller's Division that have an impact on the University community. It is issued twice a semester for the Office of a Controller and on an as-needed basis for divisions within the Office of the Controller. To sign up for the Controller's Connection, please email: email@example.com.
Support Group Scope of Service Hours of Operation Estimated time of Initial Response Estimated time of Resolution CDV
Sponsored Programs Accounting
Answer questions and resolve issues regarding reports on projects within Funds 24 and 25 excluding those report issues outlined below. M–F, 9am–5pm Two business days. Three to five business days. CDV
General & Restricted Accounting
Resolve issues regarding posted transactions, missing revenue and expenses, post chartfield setup questions, and general financial questions for Funds other than Funds 24 and 25. M–F, 9am–5pm Email response within one business day. Most issues within three business days; if unable to resolve, progress notification within three business days. CDV
Answer questions and resolve issues regarding the Salary Expense Report. M–F, 9am–5pm One business day. Two to three business days.
Accounts Payable Customer Service Center
Answer questions and resolve issues regarding payments and purchase order reports. M–F, 9am–5pm One business day. One to two business days. Exceptions: two to three business days. CDV
fame Help Desk
Receive new and change access request documents for the financial reporting environment, salary expense reports (SER), and chartfield values viewable in the standard reports library. M–F, 8:30am–5:30pm Two business days. New access: three to five business days; chartfield changes: two to three business days. Budget Office Answer questions and resolve issues concerning missing budgets and budget exceptions in standard financial reports except Funds 24 and 25 budgets. M–F, 9am–6pm One business day. Two to three business days.
See below for where each FO&T department is located:
Accounting and Reporting
Office of the Bursar
Sponsored Programs Admin.
Student Payment & Treasury Systems
Treasury Cash Management
Treasury Debt Management
Communications and Training
Financial Systems Aps
Financial Systems Ops
Insurance & Risk Management
• Checks can be picked up on the 4th Floor of 105 East 17th Street
• The Office of Real Estate has remained on the 2nd Floor of 726 Broadway