MyFinancial.desktop (MyFD) is retiring

MyFinancial.desktop (MyFD) is retiring to support UW Finance Transformation (UWFT) and the implementation of Workday Finance. To learn more see the Frequently Asked Questions.

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 Control policies for the UW.

To better understand what reconciliation at the UW means, visit: http://f2.washington.edu/fm/fa/internal-controls/reconciliation and discuss with your with your administrator the best practices for reconciliation within your unit prior to implementation.

Download the Reconciliation Quick guide as a companion to this tutorial here:
https://f2.washington.edu/fm/myfd/sites/default/files/tutorials/ComboQui...

Tutorial runs approximately 11 minutes.