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Transfer of Expenses

Items with a Submitted for Compliance Review (this may include messages such as "Submitted for Compliance Review by EIO" or "Submitted for Compliance Review by MAA") are awaiting review and submission by a Central Office. Transfers with this status will not post until reviewed and submitted by an individual with Central Office Expense Transfer action.

A complete list of transactions reviewed by Central Offices is included in the Policies and Procedures section.

The glossary contains additional information about the FAS errors which may be helpful.

For most transactions, anyone with submitter authorization for the original budget may un-submit. Additionally, preparers who are part of the audit trail for a transaction may un-submit. Transactions that are submitted for central office review may not be un-submitted by the department submitters or preparers.

Yes, and No. The budget status in MyFD is accurate as of the previous business day; the status may have changed since then. MyFD will not prohibit a user from submitting a transaction to a closed budget. However, if a budget is closed, the transaction will be rejected by FAS.

Transactions returned by a Central Office or department submitter should include a note that details the reason for return. Transfers rejected by the system will include an error code and message.

Printing and Extracting

This white space allows MyFD to autofit to different screen sizes. You may change your print settings so that the complete header prints.

If you are using Internet Explorer:

Click on Tools, then Internet Options
Click on the Advanced tab
Scroll down to printing and check "Print Background Colors"
Click on apply

If you are using Firefox:

Click on File, then Page Setup
Check the "Print Background Colors" box
Click on ok

Open Balances

Open Balances will not alter the way information is processed to MyFinancial Desktop. It will be additional information to what is already posting.

No, Open Balances are only available for current open time periods. For example, when viewing the Budget Summary report, the time periods in which Open Balances will be visible is the current month, biennium and fiscal year.

It is possible your default settings are preventing the information from displaying on your reports. Please view the Settings training on the eLearning page here to learn how to update settings for MyFinancial Desktop.

The Encumbrance and Open Balance report will list the order number and title in the report relating to the open balance amount. Further information can be viewed in Ariba.

At this time, the BI Portal reports will remain as they currently are. These reports will be enhanced with the Open Balance information at a later date.

Policies and Procedures

Central Office must review the following transactions:

Central Office Transfers Requiring Review
Capital Projects Submit transfers involving org code 4080201000
Equipment Inventory Office (EIO) Submit transfers involving the following account codes: 05-10, 05-40, 05-41, 05-43, 05-45, 05-46, 05-99, 06-08, 06-10 through 06-21, 06-90 through 06-93, 06-96 and 06-98
Financial Accounting Initiate and submit transfers involving the following account codes: 13-xx, 21-xx, 24-xx, 15-xx (except 15-01) 17-xx, 18-xx, 19-xx, and 23-xx.

Initiate and submit transfers involving 07-xx account codes on non-grant budgets

Initiate and submit transfers involving 09-xx account codes

Initiate and submit transfers involving 12-xxxx, 49-xxxx, or 86-xxxx budgets

Grant & Contract Accounting (GCA) Initiate and submit transfers involving 07-xx account codes on grant budgets

Initiate and submit transfers involving 19-10 and 19-40 account codes

Management Accounting & Analysis (MAA) Submit transfers involving 15-01 account codes
Payroll

Submit salary transfers involving account code, earn type, or job class code changes

Initiate and submit transfers involving 01-xx account codes to or from budget 12-2500

PCA Codes

Please refer to the PCA website and the PCA FAQs.

The MyFD Query templates are set to show only PCA Lite codes. If your budget is using PCA UltraLite, you will need to use PCA Original codes in your query fields. First, locate your PCA type. Second, select the correct PCA report fields for your query.

Reconciliation

In accordance with the University of Washington's financial records retention guidelines, MyFD keeps all information for the current biennia plus 3 biennia.

Learn more at: http://f2.washington.edu/fm/recmgt/retentionschedules/gs/general

Valid characters are 0-9, a-z, A-Z, ', &, %, $, ( ), /, -, :, *, #, comma, period, and space.

Reports (Budget Summary)

During the Biennium Crossover periods (June, July, and August of odd years), MyFinancial.desktop (MyFD) may not display Budgeted Amounts. Budgeted amounts for biennial budgets are not available until late August, after all final calculations for the closing biennium are complete. Until this time, there are no budgeted amounts available in the University's financial systems, including FIN/FAS and the Buget System (BGT)

Fiscal Year End / Biennium Reporting

During the Biennium Crossover periods (June, July, and August of odd years), MyFinancial.desktop (MyFD) may not display Budgeted Amounts. Budgeted amounts for biennial budgets are not available until late August, after all final calculations for the closing biennium are complete. Until this time, there are no budgeted amounts available in the University's financial systems, including FIN/FAS and the Buget System (BGT)

Reports (Transaction Summary)

MyFD displays transactions in correct Fiscal month, or the month the transaction occurred rather than the month that they post, or accounting month; FIN displays transactions in the accounting month. It is common to see a discrepancy between MyFD and FIN during the year end or biennium close period; many of these "missing" transactions can be found in MyFD in June.

Additionally, there are some important differences between Biennium and Project Period reporting views, especially in reference to grants and contracts.

Financial Accounting maintains the benefit rate table here, found under Payroll Load Rates - Detailed List
http://www.washington.edu/admin/finacct/detailrates96-11.pdf

Budget Worksheet

No, manual entries will not update automatically. Worksheet users will need to update any amounts that need to be adjusted.

Queries

As of Dec 3, 2008, salary transfers (formerly RST's) are processed through MyFD; there are a number of changes to the salary transfer process and data and, as a result, queries that were written for RST's will not retrieve Online Salary Expense Transfers. To query for Online Salary Expense Transfers, try using the Payroll Expenditures Query Template.

Access/Roles

There is no logout button in MyFinancial.desktop. MyFD uses the same "weblogin" as many other UW applications, and therefore has the potential to sign out other applications using this service (MyUW, eTravel, WebPine, eFECS, etc.).

When you are finished browsing UW websites such as MyFinancial.desktop, always remember to log out of these sites and the UW NetID "weblogin" service before leaving your computer. To do so, simply exit your Web browser.

To learn more about the logout process, please visit: User's Computing Guide to UW NetID Weblogin

Browser Settings

Mozilla Firefox and Internet Explorer are both supported browsers. We recommend using either of these. This product is standards-compliant and may work on other browsers.