1. 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

2. 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

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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

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

11. 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

12. 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

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

14. 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