Navigating Finances at the UW Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums August-September 2010

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

Navigating Finances at the UW MyFD Online Reconciliation Releases Jan-June 2011Oct-Dec 2010May-Sep 2010 Release 1.0 Transaction Reconciliation eta: Oct Release 1.5 Budget-month Reconciliation eta: Dec 2010 Release 2.0 Reporting and Secondary Review eta: Apr

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

Navigating Finances at the UW Opportunities for Participation & Learning Sign-up to be a beta tester: office/fd/help/v2/projectupdate.html 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 office/fd/help/v2/myfdnews.html office/fd/help/v2/myfdnews.html 5

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 amounts 6

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 shows all saved comments Click on UWNetID to see directory info for the user 8

Navigating Finances at the UW Thanks to our FDI Core Team volunteers! NameUnit Vicki Anderson-EllisSchool of Social Work Pramilla ChandFinancial Management, Finance & Facilities Becky CollordDean of Medicine, School of Medicine Kirsten DeFriesGrant and Contract Accounting, Finance & Facilities Darlene FeikemaCollege of the Environment Vickie GraybealStatistics, Arts & Sciences Gloria HeatonElectrical Engineering Mike HollingerPsychology, Arts & Sciences Pam McCarthyInternal Audit Ty NgoiSchool James OliphantBiostatistics, Public Health Beatrice VermigliUW Educational Outreach 9