My Financial Accounts

When investigators and individuals with active SU Net ID SeRA access log into SeRA, they land on their My Projects page. From My Projects investigators can access their My Accounts page where they can view all of their Stanford accounts in one place. Funding, commitments, and expenditures are updated daily.

Administrators with SeRA department level authority can from their SeRA My Dashboard landing page click on My Investigators and view by either single or multiple investigators the same information the selected investigator(s) see(s) on their My Projects page(s). Administrators with FFIT authority can access investigator My Accounts page where they can view all of their Stanford accounts in one place. Funding, commitments, and expenditures are updated daily.

Accessing My Accounts:

1. Investigators: From your SeRA home page click on My Projects from the left-hand navigation panel.

Administrators with SeRA department level authority: From your SeRA home page click on My Investigators from the left-hand navigation panel and click Single Investigator and search and select an investigator within your department/org* to view the same information the selected investigator sees on their My Projects page.

Note: Only Investigators affiliated with the department(s)/org(s) to which an administrator has SeRA department level authority display in the Investigator search results.

2. Click on My Financial Accounts
3. The page will refresh to the investigator’s My Accounts page. Users can adjust the filter selections from the drop-down menus in the top region of the page to view the data as would be most convenient for them.

• A. PI - *A PI can only view her own My Accounts page. Administrators can view the My Accounts pages for the same PIs that they can view their pages in FFIT.
• B. Show Balances As - Defaults to Direct Dollars Remaining Minus Commitments. Select to view balances in terms of…
  • Direct Dollars Remaining Minus Commitments*
  • Direct Dollars Remaining - If selecting either of the direct cost options please take note of the calculation caveats. These calculations are estimates only. For precise projections please contact your Research Administrator.
  • Total Dollars Remaining Minus Commitments*
  • Total Dollars Remaining

Note: Commitments are expected costs associated with future transactions that are already in Stanford systems such as Labor Scheduler, GFS, and iProcuremnt. For more information about what is considered a commitment and what is not, visit Fingate.

• C. Show Account #s - Defaults to Hidden. Select to view the Current Open PTAs numbers for active projects or All History which includes both open and closed PTAs for active projects. Please note, whether you show or hide account numbers, Cost Sharing amounts are included in the Total Budget, Spent to date (with or without commitments) and Funds Available figures. You can easily identify cost share accounts, as they always have tasks in the 700 series and award alphas that begin with W.

Note: Either Current Open or All History must be selected to drill into detailed budget and/or expenditure data.

• D. Allocations to Other SU Faculty - Defaults to Exclude. Select to include or exclude any funds the lead PI may have allocated to other SU Faculty members.
• E. Cost Sharing Accounts - Defaults to Include. Select to include or exclude cost sharing accounts and their associated financial data.
• F. Refresh With Above Settings – Click after making any adjustments to the above filters to apply the changes in the data displayed lower in the page.

My Accounts Data Display

• A. SPO Number – Specific to each project. The SPO number is a hyperlink to the summary SPO page
• B. Sponsor – Sponsor abbreviated name. If a subaward, it will show the prime sponsor with the subaward provider in parenthesis eg: NIH (UC Berkeley). NIH Projects will also list the NIH agreement number
• C. Account Task Name – As setup by your research administrator
• D. Type of Award – Grant, Contract, Training Grant, etc.
• E. Faculty role on the project – PI, Co-PI, Co-I, Mentor, etc. Only the PI will be shown the Remaining Anticipated Funds column (O)
• F. Project Name – Truncated project name
• G. Individual account numbers hyperlinks to FFIT pages – Displayed when the Show Account #s filter is set to either Current Open and/or All History. Allows users to drill quickly into detailed expenditure information. Open accounts appear in blue link text, and, if selected, closed appear gray
• H. End date – Award end date
• I. End date (task) – End date of each individual account, may differ from #9
• J. Total Budget – Sum of all amounts budgeted to each underlying account number
• K. Total Budget Awarded (task) – Amount budgeted to each individual underlying account.
• L. Spent to Date – Sum of total dollars spent to date.
• M. Committed Amount – Sum of system stored future personnel and non-personnel commitments
• N. Est. Funds Available = Total Budget – (Spent to Date + Committed Amount [if filtering with commitments])
• O. Remaining Anticipated Funds (Incl. IDC) – Sum of any outstanding sponsor approved funding increments 

“Total Budget” Column Notes

Contracts

Funds Available is calculated against the Total Budget.

Clinical Trials

Funds Available is calculated against Received to Date amount. All Received to Date funds will show only on one task. If multiple tasks are present the remaining will default to $0. This is because when funds are received they are allocated to the general award and are not associated with individual tasks.

Overdraft Cost Sharing

Displays the funds transferred into the account to date.

University Research

The budget column represents the amount awarded by the Stanford organization funding the project. Funds Available is how much has been spent against what the Stanford organization has awarded you.

Need further SeRA My Accounts assistance? Please submit a HelpSU ticket to the SeRA Support Team and a SeRA Support Analyst will contact you shortly.