eLearning 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 eLearning? Email us your suggestions! myfdhelp@uw.edu

Reports

Creating a Dynamic Budget List  (updated 4/15/14)

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 minutes.

Introduction to the Budget Summary  (added 4/15/14)

Description: This tutorial will teach you how to use the Budget Summary report. You will receive a general overview of the functionality and features of the report and learn how easy it is to view your budget balance. The Budget Summary report also includes budgeted amounts, encumbrances, open balances, and transaction totals, and is the online equivalent to the printed Budget Status Report (BSR). Tutorial runs approximately 10 minutes.

Encumbrances & Open Balances Report  (added 4/15/14)

Description: This tutorial will teach you how to read the Encumbrances & Open Balances report. This report provides detailed information about remaining encumbrances processed through the Financial Accounting System (FAS) and remaining Open Balance amounts from Ariba orders and contracts. You will receive a general overview of the functionality and features of the report and learn how to view the outstanding commitments on your budget. Tutorial runs approximately 9 minutes.

Introduction to the Budget Worksheet  (updated 4/15/14)

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 10 minutes

Reconciliation in MyFD (added 5/30/14)

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 also 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. 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 11 minutes.

Note: This tutorial combines information from two separate eLearnings into one. It replaces the courses previously known as Reconciliation Report and Setting/Changing Reconciliation Status.

Setting/Adjusting Report Defaults  (updated 4/15/14)

Description: This tutorial illustrates how various set up options can enhance your MyFD reporting screens. In certain situations, you may find it necessary to adjust the way data is represented on your MyFD screens. We will show you how to set global defaults (functionality on all MyFD screens) as well as how to adjust settings for specific reports. Tutorial runs approximately 7 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?  (updated 5/30/14)

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 9 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.

 

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