There are three ways to select an account. Radio buttons allow the user to choose which one is best for them.

SELECT FROM A TREE
(Tree option is dependent upon the level of access that a user has.)
1. Tabs allow selection from three types of trees
2. Highlight your selection
3. Click next or double-click the desired selection
OR
ENTER ACCOUNT NUMBER If the Account Number is known, it may be entered.
1. Enter with leading zeroes, e.g. 0104101
2. Enter fund as a five-digit number, usually with a trailing zero, e.g. 441X0
OR
ENTER A COST CENTER If the name and administrative area of the cost center is known, it may be entered here.

Step Two - The Report Options Window

Choose the options for how data will be reported.
There are options for selecting (1) Contract-to-Date, (2) Year-to-Date and (3) Range of Dates. Other options permit the calculation of Fringe and Overhead amounts on the data.

Step Three - The Report Windows

There are three different Windows for viewing the data: Report Window, Analysis Window and Payroll Window. A button is provided to get from the Report Window to the Analysis Window. Right-clicking on a category with applicable payroll data will enable the Payroll Window option. These actions send all the collected data to the Analysis and Payroll Windows.

Note: Payroll Window is only available in the Java version of AIMS.

1. Select and right-click a category in the Report Window, options to view
2. The Analysis and Payroll Windows are presented which use only the subset of data that contributes to the selected category

AIMS Report Information

View the Penn State Financial Information System Generic Expense Drilldown.