Management Accounts
Impromptu

Access:

Access to Impromptu reports is obtained via your Faculty/Department Accountant. Firstly you require authorisation from your HOS/Dean/Head of Department. (NB: if you are a new member of staff you will need to ensure that you are set up with a user name and logon for the University Network by contacting MIS). Access is provided at Faculty/Department or School/Sub-Department level, if access is granted at Faculty or Department level the user can obtain financial information for all cost centres in the area in question. The easiest way to get access is to request authorisation from your HOS/Dean/Head of Department by e-mail and then forward this on to your Faculty Accountant stating what Faculty/Department or School/Sub-Department level you require and providing your staff number (NB: if someone already has the same access as you require, then quoting their “e” code makes the process easier). The Faculty Accountant will then process this through the correct channels and inform you when access has been granted. If you require training once you have got access contact your Faculty/Department Accountant.

Using Impromptu:

To use Impromptu you will require the appropriate catalogues & reports. These are located as follows:

·        The catalogue is called finbudnew_v6 and is located at P:CATALOGS/FINANCE/V6 Catalogs

·        The finance reports are located at P:Reports/FINANCE/Budgets/Current Reports

The catalogue and finance reports should be copied from the P Drive to your C/D Drive. This is to prevent any accidental amendments to the master copies. To copy the catalogue and reports from the P Drive to the C/D Drive you need to open Windows Explorer and then navigate to the above locations. Once you have located the catalogue and/or reports right click on the file to be copied, select copy and then navigate to the appropriate folder in your C/D Drive. In the required folder right click and select paste. If you are having any difficulty please contact your Faculty/Department Accountant.

From time to time catalogues and reports are updated; this will require you to redo the above exercise to prevent incorrect information being picked up by the Impromptu reports.

Trouble Shooting:

If you are having difficulty running reports close the report and via the Impromptu toolbar close the catalogue, then reopen the report. If that does not help, try recopying the catalogue and/or report(s) from the P Drive. If this does not help please contact your Faculty/Department Accountant.

If you do not have access to Impromptu (e.g. an individual budget holder for a single cost centre) you should be able to obtain a financial report from your School/Faculty/Department.

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