- Login to The Hub and find the section labeled "Budgeting" - Click on "Budget Manager Reports"
- Run a report in '"Detail' mode based on some criteria that will yield an item which a Voucher was generated during processing" mode selecting budget criteria to display transaction activity with Accounts Payable postings (checks, e-checks, or wire transfers).
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- Review the resulting report list and find an item in the "Reference No" column The resulting Detail Screen will display transactions posted to the General Ledger. Under the “Reference No” column find a transaction that begins with the letter 'V' ‘V’ (V = Voucher).
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- Any 'Reference No' “Reference No” that begins with a 'V' ‘V’ is a hyperlink that, when clicked, will bring you to the document in the OnBase web client - So click one of these options and you'll be prompted open a new browser window prompting you to login to OnBase using the following credentials:
Domain: ADS (this is pre-populated)
User Name: Your Carleton Network ID (You will note that even with caps lock off, all characters are forced to upper case, and this is expected)
Password: The password that corresponds with your Carleton Network ID
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- Upon successful login to OnBase, you will see the Invoice/Check Request corresponding to the Voucher Number you clicked on in Budget Manager Reports.
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Items to note when working with these documents:
- If you have navigated to the point where you see the Invoice/Check Request, leaving that document close the OnBase document image tab, you will be automatically logged out of OnBase. To continue viewing OnBase documents without interruption, keep the OnBase document image tab open in your browser (by switching tabs back to The Hub) will allow you to subsequently open other Vouchers without logging in again. To say it another way, if within your browser you close the document you've navigated to and would like to open another, you will be prompted to login againso that you can view subsequent images linked to your Budget Manager Reports without additional login prompts.
- Upon opening the document, you will see page 1. The right navigation pane will show additional pages that may exist within the document for you to scroll and navigate through.
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