Tools for Reconciling

Below are tools for financial stewardship.

Financial Review

Below are resources for financial review of funds.

Read more on the Financial Reporting website about:

Reconciliation Process

Read more on Records Management website about:

Records Retention

Transaction Review

Comparing financial activity to supporting documentation on university funds is essential activity.

MyFinancial.desktop (MyFD): Electronically reconcile transactions as they post to your budget using MyFD.***These reports are currently not be updated and will be available temporarily after go live of Workday***
Use Tax Correction is completed through PDR

Verifying charges for ProCard / CTA

Verifying charges in Workday is done to ensure proper Spend Categories are assigned to the transactions charged on the ProCard and CTA.

Procurement Desktop Reports

Procurement Desktop Reports (PDR) are a suite of web based reports developed by Procurement Services. ***These reports are currently not be updated and will be available temporarily after go live of Workday***