E-Learning Tutorials
Follow the links below to register and view a tutorial. At the end of each tutorial, you will be given an opportunity to tell us what you think of the information. These are a quick way to get the MyFD info you need when you need it and we hope you tell us what you thought!
Have an idea for a great e-learning? Email us your suggestions! myfdhelp@uw.edu
Reports
Reconciliation Report
Description: This tutorial will teach you how to use the Reconciliation Report to perform web-based transaction reconciliation. You will receive a general overview of the functionality and features within the report. It is highly recommended that you review internal controls and discuss with your with your administrator the best practices for reconciliation within your unit prior to implementation. Tutorial runs approximately 7 minutes.
Setting/Changing Reconciliation Status
Description: This tutorial will show you how to systematically ‘sign-off’ (set/change reconciliation status) on the Reconciliation Report for a budget month as well as how to add comments. Tutorial runs approximately 2-3 minutes.
Introduction to the Budget Worksheet
Description: This demonstration will acquaint you with functionality associated with the Budget Worksheet. You will receive a general overview and learn how easy it is to create and/or edit adjustments. The Budget Worksheet allows users to analyze and plan for future spending and/or income by replicating 'commitments' historically done on the BSR, or via other tools, to see future budget impacts. Tutorial runs approximately 4 minutes
Creating a Dynamic Budget List
Description: A budget list is an activity to date report that is an overview of multiple budgets that include the budget name, number, budgeted amount and remaining budgeted amount. This tutorial explains the different types of budget lists and illustrates how to create a Dynamic Budget List. Tutorial runs approximately 5-7 minutes.
Description: A budget list is an activity to date report that is an overview of multiple budgets that include the budget name, number, budgeted amount and remaining budgeted amount. This tutorial explains the different types of budget lists and illustrates how to create a Dynamic Budget List. Each tutorial runs approximately 3-5 minutes.
Queries
Run, Save and View a Query
Description: This tutorial covers the basics of queries including how to create a query from a preformatted template, identify queryable information and understand why you might want to use the query tool. Tutorial runs approximately 3-5 minutes.
Transferring Expenses
Learn how to initiate, submit and split expense transfers from the Transactions Tool and from the Query Tool. If you need more information, you might be interested in taking a peek at the About Transactions or the About Access to MyFD sections of our web site.
Prepare a Salary Expense Transfer Form (with Inquiry Access)
Description: The steps taken in this demonstration highlight what a user with ‘inquiry’ authorization (in Astra) will experience when preparing a salary expense transfer form. Tutorial runs approximately 2 minutes.
Submit an Expense Transfer Form (with Expense Transfer Access)
Description: This tutorial illustrates how to submit an expense transfer when it was prepared by another individual. The steps taken highlight where a user with ‘expense transfer’ authorization (in Astra) will locate a prepared expense transfer form and how to submit it to FAS for overnight processing. Tutorial runs approximately 2 minutes.
Split a non-salary transaction; debiting multiple budgets
Description: In certain situations, you may find it necessary to transfer an expense to multiple budgets. This tutorial shows you how to prepare, split and submit a non-salary expense for the purpose of debiting more than one budget. Tutorial runs approximately 2 minutes.
Access in ASTRA
Who can authorize me?
Description: This tutorial shows you how to look up an Astra authorizer for either individual budget, or organization code access to MyFD. Tutorial runs approximately 2 minutes.
Miscellaneous
How to Adjust your Security Settings to Print & Extract in Internet Explorer
Description: In this tutorial you will be shown how to change your settings so you can print and extract properly from MyFD. Tutorial runs approximately 1 minute.