The Reconciliation feature for historical data (Fiscal Year 2023 and earlier) will be available in MyFD until 6/30/2024.
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MyFD Retirement
This will depend on whether you are accessing historical data (Fiscal Year 2023 and earlier) or future state data (Fiscal Year 2024 and later).
Historical Data: Reporting in MyFD will remain available until 6/30/2024. During this time, current users will be able to access historical data in the same way they always have. Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available).
Future State Data: The preferred method for accessing this data will be via Workday reports. A Financial Desktop dashboard is under development to guide users from MyFD reports to comparable resources in Workday. This dashboard will be available within Workday.
Additional resources are under development to help current MyFD users transition to the future state. Please follow the System Crosswalk - Current to Future State page in the UWFT Change Network, which will be updated as more resources become available.
You will still be able to use queries in the future state; however, how you query the data depends on whether you are accessing historical data (Fiscal Year 2023 and earlier) or future state data (Fiscal Year 2024 and later).
Historical Data: Queries in MyFD will remain available until 6/30/2024. During this time, current users will be able to query historical data via the MyFD Query Tool in the same way they always have. Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available.
Future State Data: The preferred method for accessing this data will be via Workday reports. A Financial Desktop dashboard is under development to guide users from MyFD reports to comparable resources in Workday. This dashboard will be available within Workday.
If you are unable to access the data you need via Workday reports, you can query future state data via two new Enterprise Data Warehouse (EDW) databases: UWODS and WDFinDataMart. For a high-level introduction to how the EDW is adapting to Finance Transformation, refer to EDW for Finance Transformation. Another helpful resource, which is under development, is the Finance Transformation - Writing Code using the WDFinDataMart and UWODS wiki. This resource provides sample queries for common finance-related questions in the new EDW databases.
Reports and queries will remain available in MyFD until 6/30/2024. During this time, users will be able to run queries and reports the same way they do today to access historical data (Fiscal Year 2023 and earlier)
Once MyFD shuts down completely, this data will be accessible via the BI Portal, where a subset of MyFD reports is already available.
Resources are under development to help current MyFD users transition to the future state. Please follow the System Crosswalk - Current to Future State page in the UWFT Change Network, which will be updated as more resources become available.
Fiscal Year End / Biennium Reporting
A fiscal year is named for the calendar year in which it ends
- i.e. Fiscal Year 2020 runs July 2019 - June 2020
A biennium is named for the calendar year in which it starts
- i.e. Biennium 2019 runs July 2019 - June 2021
There are two fiscal years in each biennium, so Biennium 2019 includes Fiscal Year 2020 and Fiscal Year 2021
Open Balances
Review the order in Ariba. If the balance should not be open, please follow the steps outlined on the Changing or Closing eProcurement Orders web page to request the closure of the order through the Close Order Request Form.
You will be asked to provide the reason for the order to be closed and verify that all products/services have been received and all invoices have been reconciled and paid.
As Best Practice, the person requesting the closure should include a Comment on the PO (EI #) on the Summary tab under Comments-Entire Direct Order before requesting the closure. If the order was cancelled by the department with the vendor, please include the date the order was cancelled, vendor representative contact information and replacement PO number, if applicable.
Reports (Budget Summary)
Direct Costs will be listed on the new (2024) BI Portal Budget Summary report directly under the Total Expenditures line.
Indirect Costs can be found on the Budget Summary report listed as Total FAC and Admin Cost under the Total Expenditures line. They can also be found on the new (2024) BI Portal Transaction Summary report as a line for Indirect Costs.
MyFD automatically displays the correct Project Reporting Period for each specific budget type and by extension, the correct Remaining Budgeted Amount. For example, for grant budgets the "Activity to Date" option is available, while for state budgets, the "Fiscal Year" and "Biennium" options are available. More information regarding Reporting Period is on our Budget Summary and Transaction Summary webpages.
Reports (Transaction Summary)
Direct Costs will be listed on the new (2024) BI Portal Budget Summary report directly under the Total Expenditures line.
Indirect Costs can be found on the Budget Summary report listed as Total FAC and Admin Cost under the Total Expenditures line. They can also be found on the new (2024) BI Portal Transaction Summary report as a line for Indirect Costs.
MyFD automatically displays the correct Project Reporting Period for each specific budget type and by extension, the correct Remaining Budgeted Amount. For example, for grant budgets the "Activity to Date" option is available, while for state budgets, the "Fiscal Year" and "Biennium" options are available. More information regarding Reporting Period is on our Budget Summary and Transaction Summary webpages.
System Data / Availability
The Data Access Guidelines for Access to Financial Data govern the access to financial data at UW. This allows authorized UW employess unrestricted access to financial data created by and maintained in the UW’s Financial Accounting System (FAS) and the information from FAS that resides in the Enterprise Data Warehouse.
To support this transparency to financial data, users accept a User Access Agreement. This agreement allows authorized employees to acknowledge awareness of duties and requirements associated with using fiscal data available to them in the performance of their duties.
Expanded access, in MyFD, means that any authorized MyFD user will have unrestricted access to 5 report areas. Users must be granted access to at least one MyFD budget, or organization code. Learn more about the unrestricted and restricted areas of MyFD in the table below.
| Unrestricted Access | Restricted to ASTRA role |
| Budget Profile | Budget List |
| Budget Summary | Budget Worksheet |
| Transaction Summary | Reconciliation |
| Transaction Detail | Source Documents |
| Encumbrances & Open Balances | Query |
| Expense Transfer & JV |