uniting the uaf and ua systems to better serve “one team.” · uaccesssymposium april 11, 2017...

Uaccess SymposiumApril 11, 2017

UnitingtheUAFandUAsystemstobetterserve“OneTeam.”

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!”

Raiser’s EdgeQuery>Scholarships>SCHOL_P_Gift listbyFund

Ask*funddescriptionand*giftdate

Raiser’s EdgeQuery>Scholarships>SCHOL_P_Gift listbyFund

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

Raiser’s Edge

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

q ProjectActivity

q ProjectOverviewq Purposeq Signersq Deptq UAAccountq Balance

q ScholarshipDisbursementRequest

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

Uafdn.org> Project Activity

Uafdn.org> Project Overview

Uafdn.org> Project Overview

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

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

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

q GeneralFinancialManagementq CurrentAccountBalancesq Transactions

q Studentq StudentFinancialAid&FinancialDetails

q BalanceInquiriesq AvailableBalancesq CashBalances

q LookupandMaintenanceq Account

q UAExternalAwardsq EnterExternalAwardsq ManageExternalAwards

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

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

scholarships@uafoundation.org