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Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums August-September 2010

Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums August-September 2010. Topics. MyFD Online Reconciliation Release Schedule MyFD Online Reconciliation Release 1.0 Opportunities to get involved (Time-permitting) Online Reconciliation Release 1.0 Highlights.

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Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums August-September 2010

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  1. Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums August-September 2010

  2. Topics • MyFD Online Reconciliation Release Schedule • MyFD Online Reconciliation Release 1.0 • Opportunities to get involved • (Time-permitting) Online Reconciliation Release 1.0 Highlights

  3. MyFD Online Reconciliation Releases May-Sep 2010 Oct-Dec 2010 Jan-June 2011

  4. Release 1.0: Transaction Reconciliation What’s next?

  5. Opportunities for Participation & Learning • Sign-up to be a beta tester: http://www.washington.edu/admin/finacct/office/fd/help/v2/projectupdate.html • Watch for focus groups and feedback sessions on release 2.0 this fall • Sign-up for the MYFD newsletter for current news and information http://www.washington.edu/admin/finacct/office/fd/help/v2/myfdnews.html

  6. Release 1.0 Highlights Screenshot #1 highlighting: • Accessing “Reconciliation” from Reports menu • Marking transactions as reconciled • Flagging transactions needing follow-up • Adding a comment and notes • Budget Revision transactions

  7. Release 1.0: Transaction Reconciliation

  8. Release 1.0: Transaction Reconciliation Audit trail: • lists all activity for a transaction • shows all saved comments • Click on UWNetID to see directory info for the user

  9. Thanks to our FDI Core Team volunteers!

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