Financial Systems Overview
Financial Services Division
Mission Statement
The Division of Financial Services is responsible for
recording and reporting on all University Financial
Operations. The Financial Services Division uses the
Lawson Financial System as their accounting system.
We are committed to providing Departments and Budget
Administrators with the all the tools necessary to
maintain their budgets.
Accounting Units
Description
AU Type
Maintained By
Operating
1XXXXX Gen Accounting
Gift
2XXXXX SPA
Endowment
4XXXXX Gen Acctg/Treasurer’s Office
Grants
5XXXXX SPA
Capitals
66XXXX
Gen Accounting
Profit Sharing/
Carry Fwd
67XXXX
Gen Accounting
Account Codes
Account Type
Account Range
Revenues
3000-4999
Salary & Benefit Expenses 5000-5899
Non Salary Expenses*
6000-7999
*Scholarships
6720-6731
Managing Budget Information
Available Reporting Tools:
– Lawson: Portal based General Ledger application used to
record revenue/expenses. Users can access specific forms
to view budgets, actuals, and committed amounts in real
time.
– WebFocus Financial Reports: Series of reports designed
to allow users to view actual v. budget information, in
summary and/or detail, on demand. Information provided
in these reports is a day behind.
Lawson Overview
Accessing Lawson:
•
Log in using network ID & password
» https://lawson.luc.edu
Lawson Overview cont’d
Select form from “My Shortcuts”
• GL95 – Account Analysis
• GL90 – Transaction Analysis
• GL94 – Commitment Analysis
Lawson Form – GL95: Account Analysis
Lawson Form – GL90: Transaction Analysis
Lawson Form – GL94: Commitment Analysis
WebFocus Financial Reports
Accessing WebFocus Finanical Reports:
• Log in using network ID & password
https://webreports.luc.edu
• Select “Financial Reports” from domain list
WebFocus Financial Reports cont’d
Financial Reports:
Web based reporting tool that allows users to run
actual vs. budget reports for individual AU’s,
departments, schools or divisions on demand.
WebFocus Financial Reports
LIVE DEMO
Resources &Tools – Finance Website
Where to find us on the web:
http://www.luc.edu/finance/index.shtml
Includes:
• Staff List
• Online Forms
• Documentation/Manuals
• Policies
Resources & Tools – Add’l Documentation
• Chart of Account Structure:
http://www.luc.edu/finance/coa_structure.shtml
• Chart of Accounts & Definitions:
http://www.luc.edu/finance/chartofaccounts.shtml
• WebFocus Manual
http://www.luc.edu/finance/pdfs/webfocustrainingdoc.pdf
• Portal Manuals:
http://www.luc.edu/media/lucedu/finance/pdfs/Lawson_Po
rtal_Manual.pdf
FAQ’s
• What account should I use?
– See Chart of Account Listing:
http://www.luc.edu/finance/pdfs/operrevexpdefs.pdf
• What is the current mileage rate?
– http://www.luc.edu/finance/milereim.shtml
• What are the current Fringe Benefit rates?
– For Grants: http://www.luc.edu/spa/rates.shtml
– For Operating Accounts: http://www.luc.edu/finance/fbrates.shtml
Contact Information
Name
Title
E-mail
Phone #
Rebecca Gomez
Director, Financial Systems & Payroll
rgomez1@luc.edu
5-8725
Tracy Snowberger
Sr. Financial Systems Analyst
tsnowbe@luc.edu
5-8711
Dan VanderMeulen
Sr. Financial Systems Analyst
dvandermeulen@luc.edu
5-8739
Timothy Plonsey
Financial Systems Analyst
tplonse@luc.edu
5-8728