Navigating Finances at the UW
Financial Desktop Initiative
Online Reconciliation
MRAM/Administrator Forums
August-Septembe...
Navigating Finances at the UW
Topics
1) MyFD Online Reconciliation Release
Schedule
2) MyFD Online Reconciliation Release ...
Navigating Finances at the UW
MyFD Online Reconciliation Releases
Jan-June 2011Oct-Dec 2010May-Sep 2010
Release 1.0
Transa...
Navigating Finances at the UW
Release 1.0: Transaction Reconciliation
What’s next?
4
Aug
• Alpha testing – Internal – invi...
Navigating Finances at the UW
Opportunities for Participation & Learning
• Sign-up to be a beta tester:
http://www.washing...
Navigating Finances at the UW
Release 1.0 Highlights
Screenshot #1 highlighting:
1. Accessing “Reconciliation” from Report...
Navigating Finances at the UW
Release 1.0: Transaction Reconciliation
7
Navigating Finances at the UW
Release 1.0: Transaction Reconciliation
Audit trail:
• lists all activity for a
transaction
...
Navigating Finances at the UW
Thanks to our FDI Core Team volunteers!
Name Unit
Vicki Anderson-Ellis School of Social Work...
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MyFD MRAM Aug 2010 Update - Administrator Forum Presentation Aug ...

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  • 2 minAdd rollout & training opportunities to Sept mram presentations
  • (3 minutes)Speaking pts: Focus today on transaction reconciliation You may have seen our prototype of transaction reconciliation at a focus group or feedback session held last spring. We used your feedback to refine functionality/screen In conjunction with these releases, we are partnering with Financial Management to refresh reconciliation guidelines
  • (1 minutes)Speaking pt: will have more info on rollout and training opportunities at Sept MRAM
  • (2 minutes)
  • (5 minutes)Speaking pts: Able to sort Able to select expense transfer view Able to add additional notes
  • (5 minutes)Speaking pts: Able to sort Able to select expense transfer view Able to add additional notes
  • (5 minutes)Speaking pts: Able to sort Able to select expense transfer view Able to add additional notes
  • MyFD MRAM Aug 2010 Update - Administrator Forum Presentation Aug ...

    1. 1. Navigating Finances at the UW Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums August-September 2010
    2. 2. Navigating Finances at the UW Topics 1) MyFD Online Reconciliation Release Schedule 2) MyFD Online Reconciliation Release 1.0 3) Opportunities to get involved 4) (Time-permitting) Online Reconciliation Release 1.0 Highlights 2
    3. 3. Navigating Finances at the UW MyFD Online Reconciliation Releases Jan-June 2011Oct-Dec 2010May-Sep 2010 Release 1.0 Transaction Reconciliation eta: Oct. 2010 Release 1.5 Budget-month Reconciliation eta: Dec 2010 Release 2.0 Reporting and Secondary Review eta: Apr 2011 3
    4. 4. Navigating Finances at the UW Release 1.0: Transaction Reconciliation What’s next? 4 Aug • Alpha testing – Internal – invite-only – testing in Evaluation environment Sept • Beta testing – External – participation by sign-up – testing in Production environment Oct • Release – available to all users in Production
    5. 5. Navigating Finances at the UW Opportunities for Participation & Learning • Sign-up to be a beta tester: http://www.washington.edu/admin/finacct/ office/fd/help/v2/projectupdate.html • Watch for focus groups and feedback sessions on release 2.0 this fall • Sign-up for the MYFD newsletter for current news and information http://www.washington.edu/admin/finacct/ office/fd/help/v2/myfdnews.html 5
    6. 6. Navigating Finances at the UW Release 1.0 Highlights Screenshot #1 highlighting: 1. Accessing “Reconciliation” from Reports menu 2. Marking transactions as reconciled 3. Flagging transactions needing follow-up 4. Adding a comment and notes 5. Budget Revision transactions 6
    7. 7. Navigating Finances at the UW Release 1.0: Transaction Reconciliation 7
    8. 8. Navigating Finances at the UW Release 1.0: Transaction Reconciliation Audit trail: • lists all activity for a transaction • shows all saved comments • Click on UWNetID to see directory info for the user 8
    9. 9. Navigating Finances at the UW Thanks to our FDI Core Team volunteers! Name Unit Vicki Anderson-Ellis School of Social Work Pramilla Chand Financial Management, Finance & Facilities Becky Collord Dean of Medicine, School of Medicine Kirsten DeFries Grant and Contract Accounting, Finance & Facilities Darlene Feikema College of the Environment Vickie Graybeal Statistics, Arts & Sciences Gloria Heaton Electrical Engineering Mike Hollinger Psychology, Arts & Sciences Pam McCarthy Internal Audit Ty Ngo iSchool James Oliphant Biostatistics, Public Health Beatrice Vermigli UW Educational Outreach 9
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