Creating a Budget List will allow you to see the overall balance totals for both Encumbrances and Open Balances for more than one budget at a time. To learn about building budget lists, visit our Budget List webpage here.

No, Open Balances are only available for current open time periods. For example, when viewing the Budget Summary Report, the time periods where Open Balances will be visible are the current month, biennium and fiscal year.

The Encumbrances and Open Balances report will list the order number, and title in the report relating to the open balance amount. Further information can be viewed in Ariba.

The following reports will display Open Balance data: Budget Summary, Budget List, Encumbrance and Open Balance report and Budget Worksheet. The Encumbrance and Open Balance report will show the individual order numbers open in Ariba. 

It is possible your default settings in the Setup section of MyFD are preventing the information from displaying on your reports. Please view the Settings training on the eLearning page here to learn how to update settings for MyFinancial Desktop.

There is no query for this information at this time. Open balances can viewed in a report in Ariba or by viewing the Encumbrance and Open Balance report in MyFD.

An open balance is an outstanding commitment on a budget for a transaction placed through the Ariba system . The amount you will see is the order amount and will include the estimated amount of tax for that order. These balances will be updated nightly in MyFD and Ariba.