Receiving Account Balance:
- Email Revenue Coordinator, Rachel Bernard, at firstname.lastname@example.org.
Receiving Monthly Statement:
- Standard reports are made available at the end of each month. These static reports capture data for a given month and service as snapshots of accounting activity at that point in time. Reports are generated for General Fund Accounts with activity or non-General Fund accounts with a non-zero cash balance. These reports include:
- Operating Statement
- Accumulated Operating Statement
- Transaction Listing
- Labor Operating Detail
- These reports are made available to Account Fiscal Officers, Account Delegates, Account Managers and Account Supervisors within the first two business days following the end of a month. If you would like to be set up to receive these reports, please email Rachel Bernard at email@example.com. For more information, please see FMS Standard Reports.
- Monthly statements for both IU and IU Foundation are also available upon request. If you like to receive statements from the Business Office on a monthly basis, please email Rachel Bernard at firstname.lastname@example.org or call 812-856-4165. Statements are received no later than the 15th of every month.
- If you have any questions about account balances or need transaction information, please call Rachel Bernard, Jake Peters or Elizabeth Winchester for assistance.