Accessing Your Action List *Taking Action on items in your action list

Log in to EBS Portal 2

Enter your MSU Net ID and Password Click Login 3

Click on Finance System tab 4 **Your tabs might be arranged differently than above.**

Click on Finance System Inbox 5

View of Empty Action List 6

Action needed on E-docs Click on the document ‘#’ to view the document

VERIFY the following information: 1. Description/Explanation/Total Amount 2. Accounting Lines(*Account/Sub-Account/*Object/project/*amount) 3. View notes/attachments 4. Add notes/attachments if necessary 8 (This is the top of a DV Form in EBS) Type of Document

To view attachments click on the paperclip icon: A new window will open To add notes and attachments: Type *Note Text, Attach File, then click the ADD button on the right side of the screen -Wait for the document to refresh Click the SAVE button at the bottom of the screen (document will refresh) Verify all attachments were properly saved *Reminder - A business purpose and receipt are required for each pcard transaction (This is the bottom of a DV Form in EBS) View Click Save…Wait for document to refresh

After reviewing the document, scroll to the bottom and take action: *If the document is correct click the APPROVE button *If the document is incorrect click the DISAPPROVE button (Disapprovals require a detailed explanation. The FO should be contacted before disapproval takes place.) 10 (This is the bottom of a DOCUMENT in EBS) *If the document is ‘For Your Information’ or ‘Acknowledgement’ (click the FYI or Acknowledge button to notify the initiator that you have viewed and understand the E-doc) *****Any questions regarding documents please contact your Fiscal Officer for assistance.*****

Questions 11