Financial Desktop Project Status
Overview
Building upon the foundation created with the implementation of the MyFinancial.desktop reporting and expense transfer functionality, the Financial Desktop Project is focused on delivering new, high priority functionality to campus.
Collaborative efforts between the Office of Information Management, Financial Management and various campus departments are helping develop system enhancements which reduce the reliance on paper based reports. Past enhancements from this project include:
- Individual budget worksheets (Completed April 2010) - Learn more about Budget Worksheets
- Reconciliation Report (Completed Oct 2010) - Learn more about the Reconciliation Report
- Reconciliation Status Report (Completed February 2011) - Learn more about the Reconciliation Status Report
- Link to Source Documents (Completed February 2012) - You can find more about which Source Documents are linked to on the Reconciliation Report page.
What's Next for MyFD? What are the Upcoming Features?
Beginning spring 2013, scoping will begin on the next phase of MyFinancial.Desktop. This phase will automate JV's for GL (general ledger), Bulk, Revenue, and Deficit, which are not currently processed by Expense Transfer. Subsequent phases will explore extending MyFD reporting capability and automating JVs for Internal Sales Documents (ISDs) and Cost Transfer Invoices (CTIs).
Have questions now? Contact us at fsphelp@uw.edu.
Project Teams
Several teams help guide the design, tactical, and strategic decisions related to the MyFD Portal Project deliverables. These teams include representation from across campus on the Finance Program Core Team. Learn more about the Finance Program Core Team!
Common Enhancement Requests:
Q. Can I upload attachments to MyFD?
A. This is a popular request and one we understand would be highly beneficial to campus users. Our teams will be prioritizing this enhancement request as well as researching the scope and feasibility of this effort in the future.
Interested in learning more?
- Register for an eLearning or classroom training
- Sign up for our newsletter
- Suggestions or Comments? Let us know at myfdhelp@uw.edu
