Frequently Asked Questions

The Reconciliation feature for historical data (Fiscal Year 2023 and earlier) will be available for a period (likely 9-12 months) after Biennium Close; the exact length of time is still to be determined.

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 for a period (likely 9-12 months) after Biennium Close but the exact length of time is still to be determined. 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.

MyFD access is removed via ASTRA by department authorizers.

To remove access:

1. Log in to ASTRA
2. Select the Search & Edit Authorizations tab
3. Enter the employees name (last, first), UWNetID or EID
4. Click the Find and Verify button
5. Select the appropriate person from the list (if more than one name appears)
6. Click on Show Advanced Search Options
7. Select MyFD from the applications drop down menu
8. Click the Search for Authorizations Now button
9. Check the box next to the item(s) to be removed
10. Click Delete
11. To finalize deletion, click on the Cart/Checkout tab
12. Review the authorizations to delete and click on Checkout Now

How to identify your department authorizer:

1. Navigate to the ASTRA page
2. Click on the "Who can authorize me?" button
3. Log into ASTRA using your UW NetID and password
4. If you know the budget number you want access to, select the budget number radio button. Alternatively, select the organization button to enable organization code look up
5. Enter either the number or description of your budget or organization code you wish to get access to, then click "Find and Verify"
6. If there is more than one result, you will need to select the appropriate item
7. Select MyFD (MyFinancial.desktop) in the Application pull down menu
8. Click on the "Lookup Authorizers Now" button
9. The names which are returned are the authorizers. You may contact those individuals and request access

The option to sort by PI budgets includes budgets that the PI has access to, not just the ones they are PI for. This can include budgets that the PI was given access to but no longer actively uses. In that case, the person who originally authorized the PI for that budget can remove the access in ASTRA.

In some cases, this can also happen when the budget number has been recycled. If the PI used the budget in a previous biennium, and that budget number is reactivated with a different PI and name, because of the records retention policy (three biennia, plus the current biennium) the PI's access will still show that budget. In this case, the PI can check the "active budgets only" box on the budget list, and that budget number will not show up. As the records retention ages out, that budget number will drop off of the PI's access.

MyFDs will always post to the current open month, and therefore the "Current" period is set as the default for MyFD JVs. The only time "Prior Fiscal Year" is available is during fiscal year end and biennium close.

MyFD Month Close occurs on JAMDYPEOM3/JAMDAYEOM3 on the Financial Accounting System (FAS) Production Schedule, except during Biennium Close and Fiscal Year Close.

Note that the MyFD Home page publishes the month close message the following day. This is because the close typically happens at night and campus will not see the update until visiting the MyFD Home page the following day.

To view the FAS Schedule, please visit the Learn About FIN webpage provided by Financial Accounting. On this webpage, under Schedules, select either the Detail or Summary FAS processing schedules. The calendar will show the scheduled JAMDYPEOM3/JAMDAYEOM3 for the current calendar year as well as past years: http://f2.washington.edu/fm/fr/resources/learn-about-fin

During Biennium Close, the final June month close occurs on JAMOLDDYPEOM/JAMOLDDAYEOM in July.

During Fiscal Year Close, the final June month close occurs on JAMDYP12AEOM/JAMDAY12AEOM in July.

You can transfer to or from a GRANT budget from a closed biennium, as long as the grant still exists in the current biennium. Additionally, both the transfer to and transfer from budget(s) must be open to expenditure transfers. You may not transfer to or from a state budget from a closed biennium.