ePrint Training

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ePrint Training

• Business Financial Services
• Training Organizational Development

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ePrint Training

• Introduction
• Reports
• Login
• Navigation
• Saving Viewing Reports
• PDF
• Word
• Excel

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Introduction

• What is ePrint
• Secure website for report viewing
• When to use ePrint
• To view monthly FRS financial reports
• You will have access to the same accounts in
  ePrint as you have in FRS
• You should continue to use FRS for daily
  balancing and inquiries
• Which reports are available in ePrint
• FBM092 month-end reports (FBM090/91s)
• FBM040 chart of accounts
• FBM097 subcode list
• User requirements
• FRS Operator ID and Password
• Web browser (Preferred - Internet Explorer)
• Adobe Acrobat 5.0 (or later)
• Acrobat Reader 5.0 (or later)

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Extract and format
Request a report
Options to save or print a report.
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Introduction

• Benefits
• Access to month end reports immediately
• Reports are easy to view, search, and print
• Access to older reports average of 3 years,
  depends on report
• Reduce paper use
• Can access your reports from any machine with a
  web browser and Acrobat Reader installed
• Reports are secure only those with access to
  your accounts can view your reports

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Introduction

• ePrint Login page
• https//hermes.is.colostate.edu/cgi-bin/eprint.cgi
  
• ePrint Information website
• http//busfin.colostate.edu/guides.aspx

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Report
Description
Unique reports
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Reports FBM090

• Displays balances on SL accounts only
• Report is split into 5 versions
• FBM090a Acct range 100000-261009
• FBM090b Acct range 640000-999999
• FBM090cf Acct range 26xxxx
• FBM090cg Acct range 53xxxx
• FBM090d Acct range 269701-299999
• Can be viewed in 3 different formats
• Adobe Acrobat (PDF)
• Word (txt)
• Excel (xls)
• This report is set up to download data into an
  excel spreadsheet

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Reports FBM091

• Displays GL transactions and account balances
• Displays SL transactions
• Can be viewed in 3 different formats
• Adobe Acrobat (PDF)
• Word (txt)
• Excel (xls)
• This report is set up to download data into an
  excel spreadsheet

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Reports FBM092

• Recommended way to view your reports
• Displays the GL and SL accounts interleaved
• Report is split into 3 versions
• FBM092a SL and corresponding GLs in acct range
  100000-299999
• FBM092b SL and corresponding GLs in acct range
  640000-999999
• FBM092cg SL and corresponding GLs in acct
  range 53xxxx

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Reports FBM040

• Chart of Accounts 2 versions
• FBM040a - Chart of accounts sorted by acct number
• FBM040d Chart of accounts sorted by department
  number then by account number
• Chart of Account Uses
• Determine if account is valid
• View listing of valid department accounts
• Assist in closing out accounts that are no longer
  used or valid
• Determine if account titles or responsible person
  needs to be updated
• Note the Delete column If there is a 1 or 2
  in that column, the acct is in the process of
  being deleted

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Reports FBM097

• Subcode List
• Account controls used in GL - 0xxxxx accounts
• Subcodes used in SL accounts
• Subcode List Uses
• Determine the correct subcode to use when coding
  a document
• An overview of subcodes and their descriptions
  can be found in the FRS manual Appendix C
• http//busfin.colostate.edu/frs/frsmanual.pdf

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Login
4 digit FRS operator number and password
Select the FRS repository
Click on Enter
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EPrint Navigation Bar

• Drill down to select reports from a repository
• Once the report is selected you can pick values
• Values are keys to accessing an individual
  page. A report will have a key defined that
• describes how the report is structured.
  Examples are Department or Account.
• The Navigation Bar is Active and you can click
  on any of the topics to go directly to it.

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Navigation

• (1) There is a bar under the main header that
  displays where you are in the ePrint module
• (2) Once you login you are at the Select Report
  from Repository FRS screen and a list of reports
  that you have access to are displayed
• (3) The Latest Date column indicates the last
  time the report was run
• (4) Scroll through the list of reports by using
  the Next and Previous navigation buttons
• (5) Select your report from the combo box at the
  bottom of the screen
• (6) Click on the Drill icons to view the Report
  Detail screen
• (7) Click on the PDF or Text icons to view the
  most current version of the report

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Navigation Select Report
(2)
(3)
(6)
(1)
(7)
(4)
(5)
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Navigation - Icons
Opens the report in Adobe Acrobat Reader
Right clicking on the Text icon will let you save
the file to be opened as a text document
Right clicking on the data icon will let you save
the file in a spreadsheet format
Drill down to the Report Detail screen where
you can view all available reports by date
Takes you to the Pick Pages screen where you can
select a report by account number
Get the report icon is used to retrieve the
report after you have selected a range of accounts
Use navigation button to scroll through report
lists
Use combo boxes to select a report
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Picking Pages
This brings up this page where you can click on
the magnifying icon.
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1 - Selecting allows you to individually
select values 2 - Input an account number and
select to find just this value. Note that
the Account field requires a format of x-xxxxx if
by account. 3 - Requires both values and if by
account the format is x-xxxxx.
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Saving Viewing Reports - PDF

• All reports are available to view as PDF files
• Clicking on the PDF icon will open the
  default PDF application that is installed on your
  computer
• PDF applications
• Adobe Acrobat full version
• Acrobat Reader free version

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Saving Viewing Reports - PDF

• Click on the Save icon on the toolbar
• Save the report to your PC
• Type in a name for your report
• Click on Save

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Saving Viewing Reports - PDF

• Click on the Search icon to search for
  specific words or values in your report
• Navigate through the pages of your report using
  these icons on the top menu bar
• -or-
• these icons on the bottom menu bar
• Resize the pages of the report using these icons

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Saving Viewing Reports - PDF

• Additional Adobe Acrobat (full version) features
• Some of the most commonly used features include
• Insert notes
• Circle text or values
• Highlight text

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Saving Viewing Reports PDF cont.

• Some of the most commonly used features
  continued
• Search/Find
• Text

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Saving Viewing Reports - Word

• All reports are available to view as text files
• Right click on the text icon
• Select Save Target As
• Save the report to your PC
• Type in a name for your report
• Click on Save

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Saving Viewing Reports - Word

• With Microsoft Word open find your report
• The file conversion window may appear
• Select Windows (Default)

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Saving Viewing Reports - Word

• Reformat your document
• Select File Page Setup from the toolbar
• Set all margins to .5
• Set orientation to landscape

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Saving Viewing Reports - Word

• Select Edit Select All from the toolbar
• Select Format Font from the toolbar
• Font Courier New
• Font Style Regular
• Size 8

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Saving Viewing Reports - Word

• Save the file to your PC
• Save as a Word .DOC file

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Saving Viewing Reports - Excel

• Only the FBM090 and FBM091 reports are viewable
  as excel spreadsheet files
• Right click on the data icon
• Select Save Target As
• Save the report to your PC
• Type in a File name for your report
• Save as a Microsoft Excel Comma Separated Values
  File
• Click on Save

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Saving Viewing Reports - Excel

• You will need to reformat the spreadsheet
• Click in the upper left hand cell to highlight
  the spreadsheet
• Format Row (type in a value for the row height)
• Format Column (type in a value for the column
  width
• You may have to merge some fields to get the
  appearance you want from the spreadsheet

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Contact Information
Business Financial Services
Connie MacNaughton Connie.MacNaughton_at_ColoState.E
DU John Hunter John.Hunter_at_ColoState.EDU
Training Organizational Development
Ken Katona Ken.Katona_at_ColoState.EDU Lori
Smith Lori.Smith_at_ColoState.EDU