Frequently Asked Questions

You will still be able to use queries in the future state; however, how you query the data depends on whether you are accessing historical data (Fiscal Year 2023 and earlier) or future state data (Fiscal Year 2024 and later).

Historical Data: Queries in MyFD will remain available until 6/30/2024. During this time, current users will be able to query historical data via the MyFD Query Tool in the same way they always have. Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available.

Future State Data: The preferred method for accessing this data will be via Workday reports. A Financial Desktop dashboard is under development to guide users from MyFD reports to comparable resources in Workday. This dashboard will be available within Workday.

If you are unable to access the data you need via Workday reports, you can query future state data via two new Enterprise Data Warehouse (EDW) databases: UWODS and WDFinDataMart. For a high-level introduction to how the EDW is adapting to Finance Transformation, refer to EDW for Finance Transformation. Another helpful resource, which is under development, is the Finance Transformation - Writing Code using the WDFinDataMart and UWODS wiki. This resource provides sample queries for common finance-related questions in the new EDW databases.

MyFD access is granted via ASTRA, by department authorizers.

If a user has Inquiry access and needs to be granted Expense Transfer access, it is a best practice to edit the existing access, rather than grant new access. Read more about MyFD access on our webpage.

To edit access:

1. Log into ASTRA
2. Select the Search & Edit Authorizations tab
3. Enter the employee's name, UWNetID or EID
4. Click the Find and Verify button
5. Select the appropriate person from the list (if more than one name appears)
6. Click on Show Advanced Search Options, (just below the yellow search button)
7. Select MyFD from the applications drop down menu
8. Click on Search for Authorizations Now (Note: If no results are returned, follow instructions below for granting initial access)
9. Click Edit next to the access to be changed
10. Select the Expense Transfer action and unit staff role from the dropdown menu
11. When finished, click on Ok, proceed to cart
12. After all edits have been made, click on the Cart/Checkout tab
13. Review the authorizations granted and click on Checkout Now

To grant initial access:

1. Log into ASTRA
2. Select the Create New Authorization tab
3. Enter the employee's name, UWNetID or EID
4. Click the Find and Verify button
5. Select the appropriate person from the list (if more than one name appears)
6. Select MyFD from the applications drop down menu.
7. Select the appropriate action (for preparers, select Inquiry and for submitters, select Expense Transfer) and role (Unit Staff)
8. Select the limit, either organization code or budget number
9. When finished, click on Ok, proceed to cart
10. After all authorizations have been added, click on the Cart/Checkout tab
11. Review the authorizations granted and click on Checkout Now

Any UW employee can use ASTRA to view their MyFD authorizations.

1. Login to ASTRA using your UW Net ID and password
2. Click on "Show Me My Authorizations"
3. ASTRA will display a list of authorizations including ASTRA Role, Application, Role, and Limit

For example, User, MyFD, Unit Staff (Inquiry), Budget 11-1111 would indicate that you have inquiry authorization for MyFD for Budget 11-1111.

NOTE: In ASTRA, expense transfer preparers will have User/Unit Staff/Inquiry authorization, while submitters/approvers will have User/Unit Staff/JV-Expense Transfer authorization.

There is no logout button in MyFinancial.desktop. MyFD uses the same "weblogin" as many other UW applications, and therefore has the potential to sign out other applications using this service (MyUW, eTravel, WebPine, eFECS, etc.).

When you are finished browsing UW websites such as MyFinancial.desktop, always remember to log out of these sites and the UW NetID "weblogin" service before leaving your computer. To do so, simply exit your Web browser.

To learn more about the logout process, please visit: User's Computing Guide to UW NetID Weblogin

MyFD JV feature verifies the preparer/initiator, approver and individuals on the distribution list against UW personnel files to ensure that journal voucher accounting entries are prepared, approved and distributed to only UW individuals. Shared Net IDs and external email addresses are not allowed.

Providing appropriate support for a financial transaction is an essential element of internal control. Supporting documentation could consist of an Excel file showing calculation for the transaction, a PDF of financial statement, PDF of legal document or signed agreement and/or a memo requesting or explaining the transaction.

The approver of the Journal Voucher must decide if the supporting documentation is sufficient enough for someone to clearly understand the purpose of the accounting entry and ensure it is free from errors.

General guidance regarding financial transactions and support documentation is found in the Internal Controls area of the Financial Reporting website: https://finance.uw.edu/fr/internal-controls/documentation