Contents
Welcome to REX........................................................................................................................ 3
Setting Up REX for Your Department ..................................................................................... 3
Account Security .................................................................................................................... 3
Getting Help ........................................................................................................................... 3
Accessing REX ...................................................................................................................... 4
Logging in to REX .................................................................................................................. 5
Navigating REX.......................................................................................................................... 7
Parameter, Information, and Messages...................................................................................... 8
The Parameter Chooser ......................................................................................................... 8
The Information Bar ............................................................................................................... 8
The Message Bar ................................................................................................................... 9
Editing Parameters ...................................................................................................................10
Organizations Parameter ......................................................................................................10
Principal Investigator Parameter ...........................................................................................11
Account (Fund Source) Parameter ........................................................................................11
Resetting your Account Parameters ......................................................................................12
Working with Forms in REX ......................................................................................................13
Selecting an existing record (Edit Mode) ...............................................................................13
Creating a new record (Create Mode) ...................................................................................14
Deleting form data from the database ...................................................................................14
Saving the form data to the database ....................................................................................14
Account Summary.....................................................................................................................16
Review of Account Summary Screen ....................................................................................16
Commitments – Salary, Fringe and F&A ...............................................................................17
Adjustments ..........................................................................................................................17
Adjustments – Salary ............................................................................................................17
Adjustments – Fringe and F&A..............................................................................................17
Adjustments – TABER’s and Salary Reallocations ................................................................17
Adjustments – Manual Commitments ....................................................................................17
Show Cents...........................................................................................................................17
Notes ....................................................................................................................................18
Excel .....................................................................................................................................18
Account Summary – Reconciliations .........................................................................................18
Account Summary – Drill Downs ...............................................................................................18
Details for Budget Awards .....................................................................................................19
Details for Actual Expenditures .............................................................................................20
Details for Committed Expenditures ......................................................................................22
Details for Adjustments .........................................................................................................22
Adjustments ..............................................................................................................................24
Add Accounts ............................................................................................................................25
F&A...........................................................................................................................................26
Salary Commitment ..................................................................................................................27
Salary Reallocation ...................................................................................................................28
Sub Code ..................................................................................................................................30
TABER ......................................................................................................................................31
Reports .....................................................................................................................................33
Grant Account Reports ..........................................................................................................33
1
NonGrant Account Reports ...................................................................................................35
All Account Reports...............................................................................................................35
TABER Reports.....................................................................................................................35
User and Organization Configuration ........................................................................................36
User Configuration Page .......................................................................................................36
Org Configuration Page.........................................................................................................37
RIAS and REX Help Resources ................................................................................................38
Notes ........................................................................................................................................39
2
Welcome to REX
REX is the RIAS Extension system. It is a shadow system for departments that is supported by
Rutgers Central Administration. REX is a tool for departments to track expenses, salary
reallocations, and TABERs, and to deal with Fund Source issues.
REX has financial information going back to FY 2003. However, Oracle still remains the official
books for the University.
As REX is a Departmental tool, any suggestions for improvements or for new reports
or modules should be communicated via the REX User Group (which is planned on being
formed by December, 2008).
Setting Up Your Department
In order to gain access to REX, one employee in each area (such as the Business Manager),
will be designated as the Main Accountant, and must complete the “REX Departmental Access
Request Form”, available from the Forms Repository. The Main Accountant is responsible for
providing access to other employees within the department. The access options are Grant, NonGrant, or TABER. Within these, further options are either Accountant (full access), PI (view only)
for the Grant and NonGrant modules, and accountant or basic preparer for the TABER module.
For more information on setting up departmental user accounts, see the User Configuration
Page section.
RIAS Forms Repository: http://rias.rutgers.edu/formsrequirements.html
Account Security
As in oracle, access to accounts in REX is secured by EBRC. Before setting up your
department with REX, it is important that you ensure that your accounts and users have been
assigned appropriate EBRCs as your users will only be able to see and work with accounts that
fall under their EBRCs. Also, Main Accountants will only be able to add users who have EBRCs
which are partially or completely overlapped by their own (see the User Configuration Page
section for more information).
Unlike Oracle Discoverer, REX does not have the option to exclude Payroll access at this time.
EBRC assignment and change requests should be made via the “RIAS Access Request Form”,
available from the Forms Repository.
RIAS Forms Repository: http://rias.rutgers.edu/formsrequirements.html
Getting Help
The REX Helpdesk is the same is the same as the Helpdesk for Financial and General Ledger
Accounting, and Data Warehouse and Financial Reporting. It can be reached at (732) 445-2100
or mail to: rias2gl@rci.rutgers.edu. The RIAS Help Resources page is included in the back of
this manual.
3
Accessing REX
The URL for REX is https://riasrex.rutgers.edu/
If you prefer, you can also reach REX via the RIAS Gateway page.
4
Logging in to REX
Clicking on the Login box will bring you to a Central Authentication Service (CAS) page where
you can login with your NetID and password.
After you log in via the CAS screen, the Welcome to REX Screen is brought up. From here you
can choose from any of the tabs (Grant, NonGrant, TABER, Reports, User Configuration or Org
Configuration) to navigate through REX – RIAS Extensions.
5
6
Navigating REX
The menu for navigating REX is located in the header of each page. It is split into two parts:
 The upper bar of the menu has one tab for each REX module: the REX Home Tab, the
Grant Accounts tab, the NonGrant/State accounts tab, the TABERs tab, and the Reports
tab. It also contains links to log out or to jump to the RIAS Gateway on the right-hand
side.
 The lower bar of the menu contains the pages specific to the REX module you are
currently working with.
Depending on your access level, you may not see all of the tabs on the top or bottom bar. For
instance, users who are configured with ‘No Access’ for the TABER module will not see the
TABER tab on the top bar. Users who have PI (read-only) access to the Grant module will see
the Grant tab on the top bar, but will not see all of the pages for that module in the lower bar.
Access levels are controlled by the Main Accountant for each organization through the User
Configuration page, outlined in the User and Organization Configuration section of this guide.
Note the similarities between the Grant and NonGrant modules. Since the account summary,
adjustment, add accounts, salary commitment, and salary reallocation sections of the site are
very similar, they will be covered together. Any differences between the two versions will be
noted.
7
Parameter, Information, and Messages
The Parameter Chooser
Below the menus are the parameter chooser and the parameter information bar. The contents
of these bars will vary between modules and pages based on the specific functionality of the
page. However, the behavior is consistent throughout the site.
The dark gray bar above is the parameter chooser. The arrow
on the left-hand side of the parameter chooser expands and
collapses the chooser and allows you to modify the parameters
of the page.
Once expanded, you can change any or all of the parameters on
the page. Your parameter selections are saved in your profile
and will be restored whenever you login to REX.
The ‘Change’ buttons will allow you to modify the value(s) for any of the parameters shown.
The Information Bar
Below the parameter chooser is the parameter information bar. This contains static information
about your parameters, typically drawn from the Chart of Accounts (COA).
Note: When drilling down into your account activity, you will not be able to change your
parameters without returning to the account activity page. You will notice that your
Organizations, PI, and Account selections appear in the information bar and not the
parameter chooser. This is because the links that you followed to arrive at that page are
too specific to be applied to a different account (fund source). As a convenience, the
site will keep a cookie trail to allow you to backtrack.
8
The Message Bar
The message bar will occasionally appear directly below the information bar and above the
actual body of the page.
Error Messages
Warning Messages
Informational Messages
Application Errors
Hopefully you never see any of these. 
9
Editing Parameters
The first time you access REX, your account will not have any parameters set. When you enter
the Grant, NonGrant, or TABER modules, or when you attempt to generate a report, you will
need to specify some basic information about the data you would like to work with.
If you click on the Grant tab, you will start out on the Account Summary screen. On that
particular page, you will need to specify which Organization(s), Principal Investigator, and
Account (Fund Source) that you would like to work with. By selecting which organization(s) you
would like to work with, you will filter the list of Principal Investigators visible in the following
step. Similarly, by selecting a Principal Investigator, you will filter the list of accounts visible in
the account selection step. The filtering behavior flows from top parameter to the bottom. On
the NonGrant module, you will also be required to specify a Fiscal Year. The list of Fiscal Years
is filtered to include only years that are relevant for the account that you’ve selected.
Organizations Parameter
The organizations listed in the check box list are based on your EBRCs. Scroll through the list
of organizations and check whichever organization(s) you would like to work with. Then click
the down-arrow button to the left of ‘Organizations’ ( ) to advance to the next parameter
(Principal Investigator).
Note: If you do not see your organization(s), it is likely due to one of the following reasons:
1. your EBRCs were not coded properly
2. your accounts (fund sources) don’t have the correct EBRC coding
3. your EBRCs have not yet been processed and/or updated in REX
10
Principal Investigator Parameter
Choose a Principal Investigator from the drop down menu. Note that you can now click either
the up ( ) or down ( ) arrow to return to the Organizations chooser or to proceed to the
Account (Fund Source) chooser respectively.
Note: If you are looking for an account (Fund Source) that does not include a Principal
Investigator’s name in the Chart of Account (COA), then you should select “Dept.” as the
Principal Investigator.
Account (Fund Source) Parameter
Once you have selected your Account (Fund Source), you can complete your selection by
clicking on the check mark ( ). Alternatively, you can modify your Principle Investigator or
Organizations selections by clicking on the up arrow ( ). Once you click on the check mark
11
( ), the parameter chooser will collapse, the error messages will disappear, and you will be
able to see the body of the page.
Resetting your Account Parameters
Although rarely necessary, there is a link at the footer of the home page that will allow you to
reset your profile.
You may find this useful while familiarizing yourself with REX as it will allow you to run through
the exercise of initializing your parameters again.
12
Working with Forms in REX
Many of the pages in REX are forms. They all have a very similar layout and behavior. It is
important that you understand this behavior when working with REX.
The Account Summary - Reconciliations form is one of the most basic forms in the system.
When you first arrive at pages such as these, the page will be in one of the following two states:
-
If there are existing records (reconciliations, in this case), the form, ‘Update’, ‘Cancel’,
and ‘Delete’ buttons will be disabled. You will need to either select an existing record or
create a new one in order to unlock the form.
-
If there are no existing records (reconciliations), the page will automatically be ready
to create a new record. The form will be unlocked and the ‘Add’ and ‘Cancel’ buttons will
be unlocked.
Selecting an existing record (Edit Mode)
To select an existing record, choose an option from the dropdown box and click the ‘Select’
button. This will populate the form, unlock the ‘Update’, ‘Cancel’, and ‘Delete’ buttons, and
displays the user that last modified the record.
13
Creating a new record (Create Mode)
To create a new record, simply click the ‘New’ button. This will unlock the form and enable the
‘Add’ and ‘Cancel’ buttons. The ‘Last Modified By’ field will be populated with your name.
Remember, if there are no records (reconciliations), the form will automatically allow you to
create a new one.
Deleting form data from the database
In order to delete a record, you must first locate it in the dropdown and click ‘Select’. This will
unlock the ‘Delete’ button. Then click on the ‘Delete’ button and confirm the request.
Saving the form data to the database
When you click on the ‘Add’ or ‘Update’ button in Edit or Create Mode, the system will perform
various checks to ensure that your input is valid.
You must resolve all of the error ( )messages and click the ‘Add’ or ‘Update’ button again or
the form will not be saved.
14
In some cases you will see warning ( ) or informational ( ) messages in the message bar.
Unless the content of the message indicates otherwise, these messages will prevent the form
from saving.
Special Behaviors
Any form in REX that deviates from this behavior will be explained in the section that details
that page.
15
Account Summary
Grant and NonGrant
Review of Account Summary Screen
The first column in the table, Category, is made up of groups of related sub-codes (Natural
Accounts). You will see later the various options to get the sub-code detail.
Columns 2, 3 and 4, Budget Award, Actual Expenditures and Committed Expenditures, are
fed directly from the FDW and cannot be changed. The Budget Award column includes both
Budget and Revenue data.
Differences between Grant and NonGrant:
The Grant and NonGrant Account Summary screens, all of the drill down screens, and the
reconciliations screens are essentially the same. The only difference between the account
summary behaviors in the two modules is that the NonGrant account summary has a Fiscal
Year parameter, causing all data to be shown for the selected fiscal year only. The Grant
account summary screen shows all data for the selected account since the project start date.
16
Commitments – Salary, Fringe and F&A
With the exception of salary commitments for the State Fund Sources (20-XXXX to 24-9999)
REX does not import the Salary, Fringe and F&A commitments. The system allows you to
create your own more accurate commitments. You’ll see how this is done later.
Adjustments
The types of Adjustments are Salary Commitments, Fringe and F&A Commitments, TABER and
Salary Reallocation and Manual adjustments.
Adjustments – Salary
The Adjustments column allows you to post Salary Commitments for the entire Grant
Project Period on an employee by employee basis. The salary adjustment calculations
process will be discussed later.
Adjustments – Fringe and F&A
The Adjustments column automatically includes Fringe and F&A commitments. For
example Fringes are automatically posted in the Adjustments column for the entire
Grant Project Period. Also F&A is recalculated and updated nightly based on data in the
Actuals, Committed and Adjustment columns.
Fringe Note:
In REX, fringe is calculated on all Salary transactions, including
salary commitments, reallocations and adjustments. The actual
fringe benefit expense posted to date is then subtracted to arrive
at the commitment.
F&A Note:
In REX, F&A is calculated on all transactions, including items in
the Adjustments column. The actual F&A expense posted is
then subtracted to arrive at the commitment.
Adjustments – TABER’s and Salary Reallocations
REX includes TABER and Salary Reallocation forms. These forms are generated by
REX in Microsoft Excel format. Once these forms are filled out they are automatically
posted to the Adjustments column. The form can then be printed and submitted to
Payroll / Disbursements. Once the TABER and/or SRF are processed by Payroll /
Disbursements, and are posted to the G/L, they are matched and automatically cleared
from the REX Adjustments Column. (This will be discussed in more detail later).
Adjustments – Manual Commitments
The user can enter Manual Commitments (one sided adjustment entries) for any
foreseen expenditure. The user must be sure to manually delete these commitments at
the appropriate time.
There are four other functions on the Account Summary Screen: Show Cents, Excel, Notes and
Reconciliation. These are discussed below:
Show Cents
Toggles the display of cents in the table.
17
Notes
You can enter any notes related to the account and click ‘Update’.
Excel
On the Account Summary Screen click Excel. All balances by Natural Accounts show in Excel
formats to be saved.
Account Summary – Reconciliations
In the lower-right hander corner of the account
summary page is the Reconciliations list.
To add, update, or delete a reconciliation, click the
‘Update’ button. This will bring you to the
Reconciliations page for the currently selected
account.
Here you can review or record new account reconciliations. To enter a new reconciliation, click
the ‘New’ button and enter the As of Date and the Reconciliation Date. Then click ‘Add’.
This allows departments to see and track when their accounts have been reviewed and
reconciled. This information only shows in REX.
For help using this form refer back to the section: Working with Forms in REX.
Account Summary – Drill Downs
On the Account Summary screen Sub-Codes are summarized into categories. To see detailed
sub-code information for any area, click on the dollar amount that you are interested in. This will
give you a breakdown of the Sub-Codes for the category.
18
You can either select ‘Return To: Account Summary for “XXXXXX”’ or you can choose to drill
down further to see more detailed information. The next few levels of drill down vary based on
the type of expense that you clicked on the account summary page (budget awards, actual
expenditures, committed expenditures, or adjustments).
Any of the tables from the account summary page down can be sorted by any column. Click a
column heading once to sort in ascending order, again to sort it in descending order, and a third
time to remove the sorting. Your preferences for each table will be saved in your profile.
Details for Budget Awards
19
Details for Actual Expenditures
The Tick Mark column is used to mark items that have been reconciled. Check any of the
checkboxes in that column and click Apply to save the tick marks.
You can click on one of the links in the PO Release # column to view details on the purchase
order (first figure below) or you can click on a link in the Ref. Code column to access the RefCode comment page (second figure below).
20
PO Details:
Ref-Code Comments:
21
The Ref-Code comments screen allows you to enter a comment for an expense and select an
accounting year. The comment field is a free field and you can enter anything.
By changing the accounting year, REX will apply the appropriate indirect cost rate to this
expense. This can be useful for JEs done for an expense incurred in the prior fiscal year.
After adding or changing any information click ‘Update’ to save any changes.
Details for Committed Expenditures
The links in the PO Release # column will take you to the same PO details page as when
looking at the the actual expenditures.
Details for Adjustments
22
23
Adjustments
Grant and NonGrant
The Adjustments tab allows you to enter a one-sided manual adjustment. An adjustment works
just like a commitment.
For help using this form refer back to the section: Working with Forms in REX.
24
Add Accounts
Grant and NonGrant
The Add Accounts tab allows you to add an account not within your EBRC and/or OrgID. This
is useful when the account is needed to complete a Salary Reallocation Form (SRF) or a
TABER.
Note: Adding an extra account will not allow you to see the activity for that account or drill
down into details.
For help using this form refer back to the section: Working with Forms in REX.
Variations in Form Behavior:
Please note that once you add an extra account, you will not be able to update or delete the
account from the system through the application.
25
F&A
Grant Only
Default for F&A (facilities and administration) cost calculations is the information in the chart of
accounts (COA). This screen allows you to override the information in the chart of accounts on a
per-account basis.
Note: This will only affect F&A calculation in REX. To correct calculations in the G/L contact
the DGCA to correct the COA.
For help using this form refer back to the section: Working with Forms in REX.
26
Salary Commitment
Grant and NonGrant
Since the commitments in the G/L aren’t always accurate, REX does not import the salary
commitments shown in the G/L. REX allows you to create your own salary commitments, so that
they are properly reflected. Salary commitments entered through REX are by fiscal year, to
allow for proper fringe rates and are automatically reduced by actual salary paid during the
period. REX uses these salary commitments to calculate a fringe benefit commitment.
For help using this form refer back to the section: Working with Forms in REX.
Variations in Form Behavior:
In order to record a salary commitment, you will need to select whether you would like the
commitment to be calculated based on the daily rate or the full salary of the employee. You
will then need to hit the ‘Calculate’ button in order to unlock the Add or Update buttons. After
you enter the commitment amount REX will automatically calculate new Fringe and F&A
commitments.
If you select to calculate the commitment from the daily rate, REX will calculate the amount
for you based on the number of days and the salary amount entered.
If you select to calculate the commitment from the full salary, REX will commit the entire
salary amount for the period shown.
27
Salary Reallocation
Grant and NonGrant
You can enter all your salary reallocations directly into REX. Once the information is entered
you can print it out, sign it, and route the form through the normal procedures. The benefit of
entering the SR directly into REX is that the system will automatically create an adjustment.
Once the SRF posts to the G/L, REX will match it to the adjustment and delete the adjustment.
Information entered in the REX SRF screen will get linked to the G/L transaction and show in
the REX detail transaction screen.
You can either select to enter the exact dollar amount to reallocate or leave the field blank and
let REX calculate the amount using the salary (annualized) with the other information entered.
You need to select the fiscal year in which the salary was originally paid.
For help using this form refer back to the section: Working with Forms in REX.
28
Variations in Form Behavior:
Unlike on the Salary Commitments page, clicking the Calculate button is not necessary. The
calculation will occur automatically when you add or update the record.
29
Sub Code
Grant Only
This screen allows you to view all the information for a particular Natural Account:
When you select a category, the list of items in the Sub-Code dropdown will automatically repopulate. Selecting a Sub-Code in the screen re-populates the rest of the page. This screen is
read-only.
30
TABER
REX allows you to directly enter a TABER into the system. The process is similar to a salary
reallocation. You can print the TABER, attach the receipts and route the paper through normal
channels for payment. Once entered, REX will create an adjustment and retain the adjustment
until the TABER is processed and shows in the G/L.
31
Once the TABER posts to the G/L, REX will match it to the Adjustment and delete the
adjustment. Information entered in the REX TABER screen will get linked to the G/L transaction
and show in the REX Detail Transaction screen.
To enter a TABER, click New then enter the appropriate information. Once you have completed
entering, click Add. Find the TABER in the dropdown menu, click Select, and then click Excel.
This will open up the TABER in Excel to allow you to print it, sign it, and attach receipts and
route through normal channels.
To view a previously enter TABER just locate it in the drop down menu and click Select. If you
need to you can click Excel button to open a printable version of the TABER.
32
Reports
Click on the report you want to run and then enter appropriate parameters.
Note: Depending on the privileges assigned to your account, you may not see all of the reports
or sections. Access levels are controlled by the Main Accountant for each organization
through the User Configuration page, outlined in the User and Organization
Configuration section of this guide.
Grant Account Reports
Name of the Report
Budget Period Summary
Budget Period Detail
Chart of Accounts (by Fund Source)
Chart of Accounts (by PI)
DGCA Fund Source Totals
DGCA Budget Period Fund Source
Totals
Description of the Report
Summarizes the Fund Source activity by major category and
by "budget or project period"
Details the budget, expenses, commitments, adjustments
transactions, and remaining balances by "budget or project
period"
Sub-ledger Chart of Accounts by Fund Source
Sub-ledger Chart of Accounts by PI
Summaries the activity by Natural Account within each major
category
Summaries the activity by Natural Account within each major
category and by "budget or project period"
33
Detail
Detail As Of
F&A Fund Source Totals
F&A Monthly
F&A Overrides
F&A Summary
Fiscal Year Awards
Fiscal Year Expenses
Forecast Activity
Fringe Benefits
GA Salary & Tuition
Grant(s) Ending Soon
Grant(s) In-Force
Indirect Cost
Latest Activity
Non-Dynamic Adjustments
OT and Training Utilization
Over Extended Salary Commitments
Past Year's Activity
Payroll for PI
Reconciliations
RIAS Commitments
Salary Commitments
Summary
Summary As Of
Details the budget, expenses, commitments, adjustments
transactions, and remaining balances
Details the budget, expenses, commitments, adjustments
transactions, and remaining balances from the beginning of
the Grant to an "As Of" date
F&A Fund Source totals by PI and fiscal year
F&A Fund Source totals by PI and month
Indicates any changes made to a Grant Fund Source F&A rate
Summarizes the actual expenditures, actual F&A
expenditures, F&A commitments and F&A adjustments by PI
and Fund Source
Amount awarded to Fund Sources by fiscal year
Actual expenditures charged to Fund Sources by fiscal year
Forecasted expenditures by fiscal year
Compares the fringe benefits expenses calculated by REX
based on actual expenditures/commitments to the actual
fringe benefits amount charged in RIAS II
Actual salary and tuition expenditures and/or commitments by
PI and Fund Source
Any Grant ending 30 days before or 90 days after the report
date
High level summary of a PI Grant(s). All Grants with at least
one actual expenditure in the last 3 months or with a Grant
end date in the future will appear on this report.
Compares the F&A expenses calculated by REX based on
actual expenditures/commitments to the actual F&A amount
charged in RIAS II
List of activity that occurred on the previous business day
Any manual adjustments that were entered on a Grant or NonGrant Fund Source
Any overtime expenses, stipend expenses, and tuition
expenses posted to a grant.
Lists employees salary commitments that extend beyond the
Grant end date
Shows the Fund Source history over past 12 months
By PI, lists all employees charged to a PI's Fund Source by
fiscal year
Record of reconciliations by "as of date" and date the
reconciliation was completed
All open RIAS PO commitments by PI and Fund Source
Salary commitments by PI on all active Fund Sources
Summarizes the Fund Source activity by major category
Summarizes the Fund Source activity by major category "As
Of" a certain date
34
NonGrant Account Reports
Name of the report
Description of the Report
Fund Source Detail
Details of the budget, expenses, commitments, adjustments
transactions, and remaining balances
Fund Source Roll Up
Fund Source Summary
Fund Source Totals
Fund Source In Force
Chart of Accounts (by Fund Source)
Chart of Accounts (by PI)
Fiscal Year Expenses
Latest Activity
Payroll for PI
Reconciliations
RIAS Commitments
Salary Commitments
By OrgID - budget awards, actual expenditures, committed
expenditures, adjustments, and balances
Summarize the activity by major category
Summaries the activity by Natural Account within each major
category
Budget, expenditures, commitments, adjustments, and
balances for all of a PI's active accounts (with activity in the
last 3 months)
Sub-ledger Chart of Accounts by Fund Source
Sub-ledger Chart of Accounts by PI
The total expenses by PI and Fund Source for each fiscal year
List of activity that occurred on the previous business day
By PI, list all employees charged to a PI's Fund Source by
fiscal year
Record of reconciliations by "as of date" and date the
reconciliation was completed
All open RIAS PO commitments by PI and Fund Source
Salary commitments by PI on all active Fund Sources
All Account Reports
Name of the report
Latest Activity Past 7 Days
Offlined Salary Reallocations
Orphaned Salary JEs
PACE Summary for Grant Employees
PACE Verification
Pending RIAS Salary Reallocations
Description of the Report
Any daily activity for the past 7 business days by PI and Fund
Source (currently only Grants are shown – will include
Non-Grant in future roll-out)
Current and prior year salary reallocations generated in REX
and converted into Payroll data
Prior year salary reallocations or salary JEs not generated in
REX
List all employees charged to various Fund Sources
List an employee’s salary charged to various Fund Sources
Pending salary reallocations generated in REX but not posted
to the sub-ledger yet
Salary with at least 1 Commitment
Salary with no Commitments
Employee's salary expenses on Fund Source account but no
salary commitment
Vendor Payment
Payment by Vendor (currently the PO Total on the report is
the committed PO value and not the PO expenses. PO
expenses and a variance must be added to the report)
TABER Reports
Name of the report
Description of the Report
TABERs
TABERs generated in REX
35
User and Organization Configuration
The Organization and User Configuration pages are available to Main Accountants within a
department. They are used to manage access and privileges to REX and to configure the
address and contact information for a given organization which is used to populate fields on
TABERs.
User Configuration Page
The Main Accountant at each department will have a User Configuration tab on the menu. This
page allows the Main Accountant to view and/or modify the users of the system, the modules of
the system that they have access to, and the privileges they have within the system. REX
currently consists of 3 modules: Grant, NonGrant and TABER. For each of these modules, the
Main Accountant can assign users one of the following access levels:
 No Access
 Accountant (full access)
 PI (view only)
Please be aware that the list of users visible on your user access screen is determined by
EBRC and can span multiple organizations. You will not be able to add users who have not
been assigned EBRCs, nor will you be able to add a user whose EBRCs do not overlap your
own.
Also, it is possible for a user to appear on your screen and on another Main Accountant’s
screen (from another organization) if that user has EBRCs that span two or more organizations.
You should be aware of this before making any changes (such as changing privileges or
deleting users), as these changes will affect the user across all relevant organizations. It is not
possible to assign different privileges to a user on a per-organization basis.
36
Accountants and PI’s do not have access to this page.
Org Configuration Page
The Org Configuration page allows you to set or update the name, address, telephone, and
contact information for each organization visible to you with your EBRCs. This information is
used in the TABER module when generating TABERs in Excel.
Main Accountants and Accountants have access to the Org Configuration tab. PI’s do not have
access to this TAB.
37
RIAS and REX Help Resources
Purchasing Help Desk:
Internet Procurement Navigation and Application;
Other Purchasing Process
Computing Help Desks:
NetID, Web Browser, Login and Password
732-932-4370 (New Brunswick/Camden) or
973-353-5338 (Newark)
732-445-4357 (New Brunswick)
856-225-6274 (Camden)
973-353-5083 (Newark)
Accounting Help Desk:
Invoice Processing
732-445-4764
TABER Processing
732-445-2180
Check Request Processing
732-445-4672
Financial and General Ledger Accounting;
Data Warehouse and Financial Reporting
732-445-2100 or
rias2gl@rci.rutgers.edu
RIAS Web Site:
General Information and FAQ
http://rias.rutgers.edu
RIAS Phase I – Internet Procurement
http://rias.rutgers.edu/p2p.htm
RIAS Phase II – General Ledger and Financial
Reports
http://rias.rutgers.edu/GenLedger.htm
Purchasing Web Site:
Purchasing Information and
Helpful Reference Links
http://purchasing.rutgers.edu
Office of the University Controller Web Site:
Financial Information
http://www.rci.rutgers.edu/~univcont
University Human Resources Web Sites:
RIAS Course Description and Schedule
http://uhr.rutgers.edu/profdev
List of Organization Identification Numbers
http://uhr.rutgers.edu/rias
Agreement for Accessing University
Information – all users must accept the
University online access agreement before
RIAS access is given
https://identityservices.rutgers.edu/
38
Notes
39
40
41