Quickstart Guide
This short guide was designed to help users understand and use the Account Information Management System (AIMS).
Account Selection Window
There are three ways to select an account. Radio buttons allow the user to choose which one is best for them.
Tree Structure
The option to select an account using a tree structure is dependent upon the level of access a user has. In this case, tabs allow the selection of three types of tree structures. To select an account, highlight your selection and click "Next" or double click the desired selection.
Account Number
If the Account Number is known, it may be entered.
Please remember to enter the Account Number with leading zeroes (e.g. 0104101). Also, when entering the Fund Number, make sure it is entered as a five-digit number. The Fund Number is typically entered with a trailing zero (e.g. 441X0).
Cost Center
If the name and administrative area of the cost center is known, it may be entered here.
Report Options Window
The Report Options Window allows a user to choose the options for how data will be reported.
The available options include:
- Contract-to-Date
- Year-to-Date
- Range of Dates
Other options permit the calculation of Fringe and Overhead amounts on the data.
Report Windows
There are three different windows for viewing the data - the Report Window, the Analysis Window and the Payroll Window. A button is provided to get from the Report Window to the Analysis Window. Right-clicking on a category with applicable payroll data will enable the Payroll Window option. These actions send all the collected data to the Analysis and Payroll Windows.
Note: The Payroll Window is only available in the Java version of AIMS.
- Select and right-click a category in the Report Window, options to view
- The Analysis and Payroll Windows are presented which use only the subset of data that contributes to the selected category
Report Information
Information regarding AIMS reports is viewable via the Penn State Financial Information System Generic Expense Drilldown.