Access To MyFD
Access to MyFinancial.desktop must be granted from within each department, using the ASTRA application, before any of the MyFD functionality can be used. 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 to the right.
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 the Budget Summary Report, Transaction Summary Report, Budget Worksheet and Budget Profile Report. In addition, users with Inquiry action may prepare expense transfer forms, run queries, create budget lists and perform online reconciliation for budgets which they have been given access.
Individuals with Expense Transfer action have the same capabilities as a user with Inquiry action however, they are also able to "Submit"*, expense transfers prepared by someone with Inquiry action and have those expense transfers post to the financial accounting system (FAS).
*Some transfers must be reviewed and submitted by a Central Office such as Equipment Inventory or Management Accounting & Analysis. Transfers that need review by a Central Office will have a status of "submitted for compliance review." See a full list on our FAQs page.
Partner Applications Linking to MyFD
Access to partner applications may require authorization separate from (or in addition to) MyFD authorization. Systems accessed from the MyFD More Systems menu will launch other applications where MyFD authorization may not be applicable. Certain source documents may also require additional access. Contacts for source documents can be found on our help page here. 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: