MyFinancial.desktop (MyFD) is supporting two major projects championed by the UW Finance Transformation (UWFT) program, both of which support HRP Workday go-live: one to retire paper BAR & BSR reports and another to reduce the number of users with direct access to FAS/FIN.
May 2017 will be the final month of printed Budget Activity Reports (BAR) and Budget Status Reports (BSR). Additionally, any new budgets created in 2017 will not receive printed BAR/BSR reports. Access to FAS/FIN will also be limited, helping to protect the privacy of faculty, staff, and student workers’ personal information related to leave taken. Both electronic BAR/BSR reports and the majority of information most users access via FAS/FIN (with some known exceptions such as PCA) will continue to be available in MyFinancial.Desktop.
These projects align with our campus-wide effort to reduce paper use and cost and simplifies the financial landscape by moving to more modern technology. Recently the School of Medicine and College of Arts & Sciences piloted these efforts, resulting in the elimination of 3,000 printed BAR/BSRs. In May 2017, the paper used to print another 11,000 reports will be saved as the reports are fully retired.
Interested in turning off your printed BAR/BSR reports early? Please email firstname.lastname@example.org and provide your Dean-level Org code (e.g. 2540000000 - Arts & Sciences).
New to MyFD? See the Quick Guide below to get oriented.
MyFD Quick Guide - Review our Webpages and eLearning Tutorials or Take a MyFD Class
Budget Summary Overview (BSR)
Transaction Summary Overview (BAR)
Verify ASTRA Access
Why Web-based MyFD reports?
- Streamline your department processes with access to online data, when you need it
- Help the University to achieve paper reduction goals
- Update daily with new transaction details posted nightly
- Reflects final close figures the day following month-end
- Meet all record retention and audit requirements
All transaction data found on the BAR can be found in the MyFD Transaction Summary report, the Reconciliation report or by running a MyFD Query. The information found on the BSR is available in the MyFD Budget Summary report, or, for multiple budgets, by setting up a MyFD Budget List. MyFD reports allow users to access data online which is updated daily and meet records retention and audit requirements. For information about the retention period or records retention policies, please visit Records Management Services.
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