EMIS Financial Load

Use the EMIS Financial Load page to load financial data into the Ohio EMIS state reporting tables. This feature allows users to extract and prepare cash balances, expenditures, and revenue records for Ohio EMIS Financial (QC) reporting.

1. From the EMIS menu, select EMIS Financial Load.

2. If the information in the Report Header Information section is incorrect, you must correct it on the EMIS Profile. If it is correct, proceed to Step 3.

3. In the Selection Criteria section, select Cash Account 1. Select Lookup to search for and select an account. You can select up to five accounts.

4. In the Clear Options section, select one of the following:

   • Clear all records for fiscal year and reporting period

   • Clear records according to load criteria

5. In the Load Options section, select one of the following:

   • Finance cash data only

   • Finance expenditure data only

   • Finance receipt data only

   • All finance data

6. Select Criteria to select, add, update, or delete advanced search queries. For more information on advanced search queries, refer to Advanced Search.

7. Select Load and then select Yes.

8. Save the EMIS Financial Load log file.

9. Select OK.

The reporting period determines how the data is loaded. The application creates detailed cash, revenue, and expenditure records at the end-of-fiscal-year processing. Records for Statement R must be entered manually using the EMIS Financial tables.