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TechnologyOne Financials Connected intelligence (Ci)

TechnologyOne Financials Connected intelligence (Ci). An introduction to TechnologyOne Financials. Overview. Features of TechnologyOne Financials (TOF) Pre-requisites to starting TechnologyOne Financials Accessing the application through Citrix Logging into TechnologyOne Financials

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TechnologyOne Financials Connected intelligence (Ci)

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  1. TechnologyOne Financials Connected intelligence (Ci) An introduction to TechnologyOne Financials.

  2. Overview • Features of TechnologyOne Financials (TOF) • Pre-requisites to starting TechnologyOne Financials • Accessing the application through Citrix • Logging into TechnologyOne Financials • TechnologyOne Financials Workplace roles • Standard functions for a general TOF users

  3. Pre-requisites for Technology One Financials • Citrix access • The majority of users will access TechnolgyOne Financials using Citrix • Technology One Financials access • Existing logins for the current version of Finance 1 (v10.2) will be valid in TechnologyOne Financials (v11.3)

  4. Accessing Technology One Financials through Citrix • Access Citrix using Internet Explorer or Start > Programs > Citrix menu • Enter you user number plate and network password • A list of applications you have access to will be displayed • TechnologyOne Financials is in the Finance folder

  5. Logging into TechnologyOne Financials • Click on the Finance icon • Enter your TechnologyOne Financials user name and password

  6. TechnologyOne Financials Home page • The Home page is always displayed after logging in • TechnologyOne Financials is a Role based system • The majority of users will have the UoN Departmental Officer Role

  7. TechnologyOne Financials Look and feel • TechnologyOne Financials (v11.3) uses Workplace tabs for major tasks • The Task pane is an additional navigation aid to the current screen

  8. TechnologyOne Financials Look and feel • Portals used to display summarised information • Menu bar buttons • Footer messages and warnings • Function specific toolbars

  9. Departmental OfficerCreating an Invoice • The Departmental Officer can create Invoices using standard formats. • Click on the displayed format or open the More folder for further formats.

  10. Departmental Officer Creating an Invoice • A blank Invoice screen is displayed. • Once completed the Invoice can be saved or submitted for Approval.

  11. Departmental OfficerCreating a Purchase Requisition • The Purchase Requisition tab defaults to an enquiry screen • Click on the Blank AP Supplier Req link to create a new requisition • Click on the More folder for further formats

  12. Departmental OfficerCreating a Purchase Requisition • The Purchase Requisition can be saved at any time • Submit for Approval once Purchase Requisition is completed

  13. Departmental OfficerReports • The Report tab lists all available reports • Clicking a report hyperlink opens the report dialogue screen for input parameters

  14. Departmental OfficerMore • The More tab contains User setups, Guides and Enquiries

  15. Departmental OfficerMy Workflow • The My Workflow tab shows current work items that you have been working on

  16. Departmental OfficerChart of Accounts • 2008 Chart of Account changes • Increased benefits

  17. October 2007

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