Budget and Client Services

Management Reporting and Budgets overview

The Management Reporting and Budgets group is responsible for the safekeeping and control of financial data within the general ledger through security administration and management of the University of Waterloo’s Chart of Accounts.  It also participates in the development and maintenance of the annual operating budget for the University.

An overview of the Management Reporting and Budgets group is located on the Finance Resources for Faculty and Staff website (WatIAM credentials required to log in).

Budget resources include:

  • Budget transfers

Management Reporting resources include:

  • Financial reporting
  • Accounting and posting attributes
  • Pre-May 2017 Financial Reporting