Transcript Administrator Forum Presentation Aug 2010 (Updated)

Navigating Finances at the UW
Financial Desktop Initiative
Online Reconciliation
MRAM/Administrator Forums
February 2011
Topics
Navigating Finances at the UW
1) MyFD Online Reconciliation Releases
2) Online Reconciliation Release 2.0 Highlights
3) Learning Opportunities
Visit our “Coming Soon” webpage for the latest information
on reconciliation deliverables:
http://myfd.washington.edu/help/projectupdate
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Navigating Finances at the UW
MyFD Online Reconciliation
Released October 2010 - Reconciliation Report:
• Check reconciled transactions
• Flag transactions for follow-up
• Add comments or notes
• View audit trail of all activities
Coming February 2011:
• Reconciliation Report enhancements
• New! Reconciliation Status Report
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Navigating Finances at the UW
Top Enhancement Requests
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Bulk reconciliation
Uploading/attaching documents
Links to other systems
Querying on reconciliation data
Navigating Finances at the UW
MyFD Online Reconciliation
Coming February 2011:
• View reconciliation status for month
• Filter transactions
• Links to eInvoices in eProcurement
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Navigating Finances at the UW
MyFD Online Reconciliation
Coming February 2011:
• Change reconciliation status for month & see audit trail
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Navigating Finances at the UW
MyFD Online Reconciliation
Coming February 2011 - New Reconciliation Status Report:
• Monitor reconciliation status of budgets on your lists
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Learning Opportunities
Navigating Finances at the UW
• E-Learning for Reconciliation Report (1st release)
– Learn how to reconcile transactions
– http://myfd.washington.edu/help/elearning
• Classroom training for new feature set
– Limited time offering (February – March 2011)
– Lab and lecture styles offered
– http://myfd.washington.edu/help/training
• Ongoing ‘hands-on’ style trainings for new to advanced
skill levels
– Introduction to MyFD: Reports & Reconciliation
– Query Workshop
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Resources
Navigating Finances at the UW
• Internal Controls: NEW! Reconciliation Guidelines
– http://www.washington.edu/admin/finacct/office/internalcontrol/frame.html
• MYFD newsletter: Stay informed, sign-up!
– http://myfd.washington.edu/help/myfdnews.html
• Records Management: Know what you need to keep
– http://f2.washington.edu/fm/recmgt/retentionschedules/gs/general
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Navigating Finances at
Feedback from our testers
the UW
• “Thanks for all of your hard work on this! It’s a
great system and I’m looking forward to using it
in real time!”
-Beta Tester
• “Now that this stuff is all moving electronically I
can do it myself. It’s life changing. This makes a
huge difference in how I manage my budgets.”
-Principal Investigator
• Save trees! Less paper/filing. Easy access to
records and audit trail. Can do it from home on
snow days!
– Beta Tester
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Navigating Finances at the UW
Thanks to our volunteers!
FDI Core Team
Vicki Anderson-Ellis, School of Social Work
Pramilla Chand, Financial Management
Becky Collord, School of Medicine, Dean’s Office
Kirsten DeFries, Grant & Contract Accounting
Darlene Feikema, College of the Environment
Vickie Graybeal, Statistics, Arts & Sciences
Mike Hollinger, Psychology, Arts & Sciences
Pam McCarthy, Internal Audit
Ty Ngo, iSchool
James Oliphant, Biostatistics, Public Health
Beatrice Vermigli, UW Educational Outreach
Volunteer Testers
Donna Alluisi
Gloria Gammon
Darlene Goodwin
Natalia Ivanenko
Christene James
Judi Morris
Thuy-Linh Thi
Justin Deese
Summer Dela Cruz
Francie Galbraith
Nancy Gorbman
Robin Hendricks
MaryJane Mackay
Lisa McDonald
Tomoko Morita
Donna Timbrook
Kathryn Vinson
Randi Wasic
Susan Astley
Ann Buscherfeld
Judi Gray
Sean Kennedy
Jennifer Maione
Sue Stark
Kathryn Stout
Erick Winger
John Doan
Akram Zouroufchi
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