Monthly Reports

Effective October 2019, each month SOFO will provide financial reports to the Presidents and Treasurers of chartered student organizations.

The reports provided are:

  • Operating Summary
  • Detail Transaction Report
  • Agency Fund report (if applicable)

When reviewing your reports, it is important to remember that not all of your most recent transactions may be reflected. Financial transactions sometimes take weeks to be completed in the university’s financial systems.

The balances on your reports reflect transactions that were completed last month. Use the reports as a reference to reconcile against the receipts and documents you are maintaining for your organization.

The job aids below should help you understand your monthly reports. Please do not hesitate to contact us if you should have any questions.

How to Read the Operating Summary

How to Read the Detail Transaction Report

Student Organization Finance Office

Hours of Operation
Virtual appointments available during regular business hours
Monday – Friday: 9:00am – 4:30pm
Contact Us: sofo@wfu.edu

SOFO will reopen on August 16, 2021 in Benson 332.

Locations
DB Card pickup/return: Benson 139 (Office of the Dean of Students)
General Questions and Assistance: Benson 332
Fundraising and Payment Acceptance: Benson 333