Reporting Tools and Queries

Budget Overview Report - used to review OTPS budget balances.
Department Expenditure Report - Step-by-Step instructions for downloading the CUNYfirst expenditure report related to OTPS transactions.
CUNYfirst Queries - Instructions for running CUNYfirst Queries.

CUNYfirst Security Access, Forms and Applications

Form/Application	Purpose	Submit to
CUNYfirst Procurement User Access Request	To add, modify, or remove CUNYfirst security access to Procurement (Financial Supply Chain module)	Administration and Finance, Shuster Hall, Room #355 or via email at diane.clarke@lehman.cuny.edu
CUNYfirst P-Card, T-Card and NET Card Security Access Request	To provide CUNYfirst access to reconcile credit card transactions	Accounts Payable, Shuster Hall, Room #016 or via email at sonia.rodriguez@lehman.cuny.edu
CUNYfirst Travel Expense User Access Request	To provide CUNYfirst access to the Travel and Expense Modules, which allows users to submit travel authorizations and expense reports.	Accounts Payable, Shuster Hall, Room #016 or via email at sonia.rodriguez@lehman.cuny.edu
CUNYfirst General Ledger (GL) User Access Request	To provide CUNYfirst access to run budget and expenditure reports via the "Financial Supply Chain" link	Administration and Finance, Shuster Hall, Room #355 or via email at diane.clarke@lehman.cuny.edu