Budgets & Expense Reporting
Access to accounts, spending authority, and training on access and use of Qlikview will aid in learning about the budgeting process and management of department or programmatic funds.
Qlikview
Under the direction of The Business Office, Penn GSE budgets and daily spending are tracked through our expense reporting software, Qlikview.
Any staff or faculty position that has financial oversight should have access to Qlikview. Access is given by Sam Frenkel and one of the following forms should be used:
Access & Forms
Qlikview Access and Spending Authority Form
To be used if your accounts are already established and you need to grant access to a new faculty or staff member.
Qlikview New Account or Change Request Form
To be used if there is a request to establish a new unrestricted fund at Penn GSE. This form should be completed in conjunction with Sam Frenkel. If there is a change needed to a budget that has been set up previously, this form should also be used.
It is important to check with your manager/supervisor to see if you need access and if you will have spending authority. Spending Authority gives you the ability to sign off on purchases, payments and invoices under a certain dollar amount threshold. All purchases or requests to pay vendors or individuals should be accompanied by the Budget Approval Form.
If you will be charging against grant dollars, please contact your PI or Helen Mitchell-Sears to ensure that you are able to have access or if the PI has to contact the funding agency to make this exception.
Resources
- Troubleshooting and technical Qlikview questions should be directed to John Irwin (8-2512).
- Troubleshooting of budgets, expenses, transfers, revenues and other payment questions should be directed to your Business Office contact.
