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, Qlik Cloud | Analytics.
- Penn Data Warehouse System Status and Load Update
- Penn Systems Status (All Systems)
- QlikCloud Status (Non-Penn)
Any staff or faculty position that has financial oversight should have access to QlikCloud GSE Expense Reporting. Access is given by Ken Zeferes. Access requests can be submitted using the QlikCloud Access and Spending Authority Form below:
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.
It is important to check with your manager/supervisor to see if you need access and if you will have spending authority. Spending Authority allows you to sign off on purchases, payments and invoices up to a specified dollar amount. 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 you have access, or to see if the PI needs to contact the funding agency to make this exception.
Resources
- New account requests or troubleshooting of budgets, expenses, transfers, revenues, and other payment questions should be directed to your Business Office contact.
