Uniting the UAF and UA systems to better serve “One Team.” · UaccessSymposium April 11, 2017...

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Uaccess Symposium April 11, 2017 Uniting the UAF and UA systems to better serve “One Team.”

Transcript of Uniting the UAF and UA systems to better serve “One Team.” · UaccessSymposium April 11, 2017...

Page 1: Uniting the UAF and UA systems to better serve “One Team.” · UaccessSymposium April 11, 2017 Uniting the UAF and UA systems to better serve “One Team.”

Uaccess SymposiumApril 11, 2017

UnitingtheUAFandUAsystemstobetterserve“OneTeam.”

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q Constituent Info

q Fund Info

q Input and track donations to UAF and UA

q https://www.uafoundation.org/uafdnq Balancesq Transactionsq Endowment Information

Awarding

q http://www.uaccess.arizona.edu/

q Balancesq Transactionsq Student/Award detail

Thethreeamigos

“Well,we’rejustgonna havetouseourbrains.”

“Darnit!”

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Raiser’s EdgeQuery>Scholarships>SCHOL_P_Gift listbyFund

Ask*funddescriptionand*giftdate

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Raiser’s EdgeQuery>Scholarships>SCHOL_P_Gift listbyFund

Output:funddescription,giftdate,batchnumber,name,giftamount,fundsplitamount,gifttype,giftpaymenttype,giftpurpose,softcreditname,primaryaddressee,jointaddressee,address,giftacknowledge,giftsubtype

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Raiser’s Edge

http://www.uafoundation.org/NetCommunity/resupport/resupport-training-class-paths

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q ProjectActivity

q ProjectOverviewq Purposeq Signersq Deptq UAAccountq Balance

q ScholarshipDisbursementRequest

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https://www.uafoundation.org/uafdn/esecurity/login.asp

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Uafdn.org> Project Activity

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Uafdn.org> Project Overview

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Uafdn.org> Project Overview

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Uafdn.org>Forms & Information>Forms>Gift Disbursement for Scholarship to the UA

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Uafdn.org>Forms & Information>Forms>Gift Disbursement for Scholarship to the UA

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https://www.uaccess.arizona.edu/

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q GeneralFinancialManagementq CurrentAccountBalancesq Transactions

q Studentq StudentFinancialAid&FinancialDetails

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q BalanceInquiriesq AvailableBalancesq CashBalances

q LookupandMaintenanceq Account

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q UAExternalAwardsq EnterExternalAwardsq ManageExternalAwards

http://www.uits.arizona.edu/workshops/current_workshops

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IranAndrade,ScholarshipAdministrator626-1338MichelleMixer,Asst Director,Scholarships621-9415

[email protected]

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