Access To MyFD
Access to MyFinancial.desktop must be granted from within each department before any of the MyFD functionality can be used using the ASTRA application. Each department has one or more individuals who may authorize users.
For additional information on how to check your authorizations, identify an authorizer, grant access to MyFD or remove access to MyFD, click on one of the links in the Need More Information section below.
Roles & Actions
There are two primary access actions, or roles, for the MyFinancial.desktop application: Inquiry and Expense Transfer.
Individuals with Inquiry action have the ability to view all financial data (for any budget) and exercise full MyFD functionality for several reports, including the Budget Summary Report, Transaction Summary Report, Budget Worksheet and Budget Profile Report. In addition, those with Inquiry action are able to run queries, perform online reconciliation for budgets which they have been given access, and prepare expense transfers and journal vouchers to post to the financial accounting system (FAS).
Inquiry access to at least one budget is required to utilize links in MyFD email notifications, including those generated to UW NetIDs as part of the Distribution List on MyFD JVs.
Individuals with JV/Expense Transfer action have the same capabilities as those with Inquiry action above, plus they are able to submit expense transfers on their own as well as expense transfers prepared by someone with Inquiry action. In addition, those with JV/Expense Transfer action may prepare or approve MyFD Journal Vouchers.
- Note: Some expense transfers must additionally be reviewed and submitted by a Central Office such as Equipment Inventory or Management Accounting & Analysis.
- Note: Either the preparer or the approver on MyFD JVs must have the JV/Expense Transfer authorization in ASTRA to fully approve a MyFD JV.
For more information on each MyFD report and whether access is unrestricted or restricted by budget, please see our Reports webpage.
Partner Applications Linking to MyFD
Access to partner applications may require authorization separate in addition to MyFD authorization. Some source documents may require additional access (such as Rome) or are only accessible to UW employees (either on campus or utilizing a secure VPN). Contacts for source documents can be found on our Reconciliation webpage. Systems accessed from the MyFD More Systems menu will launch other applications where MyFD authorization may not be applicable. Contact your unit's ASTRA Authorizer if additional access is needed.
Need More Information?
Check out the FAQs for Access / Roles which include topics like how to:
Check Your MyFD Authorizations