FINANCIAL LINK OVERVIEW Topics to be Covered this Morning What can Financial Link do for me? How do I Navigate in Financial Link? How do I Obtain information from Financial Link? How do I Learn More about Financial Link? Sharecase 2009

FINANCIAL LINK OVERVIEW What can Financial Link do for me? Project Future Financial Activity 19900A 413018 400000 Financial Link is a web-based interface to the UCSD accounting system, known as IFIS. In addition to being the portal through which to view financial data, Financial Link enables users to LIST CAPABILITIES Sharecase 2009

FINANCIAL LINK OVERVIEW What can Financial Link do for me? Project Future Financial Activity READ Sharecase 2009

FINANCIAL LINK OVERVIEW What can Financial Link do for me? Produce Customized Reports This is the Financial Link home page. You can see this because Financial Link makes available a navigation “string” across the top of each page. To enter Financial Link, you select what you want to do. I would like to view reports, so I click on this link,,, Sharecase 2009

FINANCIAL LINK OVERVIEW What can Financial Link do for me? Reconcile Funds Online And I am taken to this page, where I select my criteria for the OL I want to see: I want to see the March 2004 OL. I must also select my financial parameters--- either an index or a fund organization program combination. I type in an index and press the submit button and … Sharecase 2009

FINANCIAL LINK OVERVIEW What can Financial Link do for me? Transact Business Online And I am taken to this page, where I select my criteria for the OL I want to see: I want to see the March 2004 OL. I must also select my financial parameters--- either an index or a fund organization program combination. I type in an index and press the submit button and … Sharecase 2009

FINANCIAL LINK OVERVIEW How do I Navigate in Financial Link? Getting to Reports, Tools. Etc. I am taken to the operating ledger for the index I selected. This is only the header information. The whole OL will not fit on a single slide. If I scroll down the OL, I come to Sharecase 2009

FINANCIAL LINK OVERVIEW How do I Navigate in Financial Link? Drilling Down to Details The Supplies and Expense transactions for the month. I would like to show you one of Financial Link’s strong points --- the ability to drill down to obtain detailed information about a transaction. I have highlighted a line showing a purchase (or purchases) from the Bookstore. If I click on this link, I am taken… Sharecase 2009

FINANCIAL LINK OVERVIEW How do I Navigate in Financial Link? Drilling Down to Details The Supplies and Expense transactions for the month. I would like to show you one of Financial Link’s strong points --- the ability to drill down to obtain detailed information about a transaction. I have highlighted a line showing a purchase (or purchases) from the Bookstore. If I click on this link, I am taken… Sharecase 2009

FINANCIAL LINK OVERVIEW How do I Obtain information from Financial Link? READ Sharecase 2009

FINANCIAL LINK OVERVIEW How do I Obtain information about Financial Link?0 Adjacent to many Financial Link products is an “I” icon. If you click on it, online help appears. If I click on the icon next to “Budget Summary”, I am taken … Sharecase 2009

FINANCIAL LINK OVERVIEW How do I Learn More about Financial Link? Here. This is a list of the most recent updates to Financial Link. Sharecase 2009

FINANCIAL LINK OVERVIEW How do I Learn More about Financial Link? READ Sharecase 2009

Thank you for attending Sharecase 2009. FINANCIAL LINK OVERVIEW Thank you for attending Sharecase 2009. Enjoy your Day! Another way of obtaining information about Finanical Link is by periodically clicking on the “What’s New” link, which takes you… Sharecase 2009