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Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums February 2011

Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums February 2011. Topics. MyFD Online Reconciliation Releases Online Reconciliation Release 2.0 Highlights Learning Opportunities Visit our “Coming Soon” webpage for the latest information

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Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums February 2011

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  1. Financial Desktop Initiative Online Reconciliation MRAM/Administrator Forums February 2011

  2. Topics • MyFD Online Reconciliation Releases • Online Reconciliation Release 2.0 Highlights • Learning Opportunities Visit our “Coming Soon” webpage for the latest information on reconciliation deliverables: http://myfd.washington.edu/help/projectupdate

  3. MyFD Online Reconciliation • Released October 2010 - Reconciliation Report: • Check reconciled transactions • Flag transactions for follow-up • Add comments or notes • View audit trail of all activities • Coming February 2011: • Reconciliation Report enhancements • New! Reconciliation Status Report

  4. Top Enhancement Requests • Bulk reconciliation • Uploading/attaching documents • Links to other systems • Querying on reconciliation data

  5. MyFD Online Reconciliation • Coming February 2011: • View reconciliation status for month • Filter transactions • Links to eInvoices in eProcurement

  6. MyFD Online Reconciliation • Coming February 2011: • Change reconciliation status for month & see audit trail

  7. MyFD Online Reconciliation • Coming February 2011 - New Reconciliation Status Report: • Monitor reconciliation status of budgets on your lists

  8. Learning Opportunities • E-Learning for Reconciliation Report (1st release) • Learn how to reconcile transactions • http://myfd.washington.edu/help/elearning • Classroom training for new feature set • Limited time offering (February – March 2011) • Lab and lecture styles offered • http://myfd.washington.edu/help/training • Ongoing ‘hands-on’ style trainings for new to advanced skill levels • Introduction to MyFD: Reports & Reconciliation • Query Workshop

  9. Resources • Internal Controls: NEW! Reconciliation Guidelines • http://www.washington.edu/admin/finacct/office/internalcontrol/frame.html • MYFD newsletter: Stay informed, sign-up! • http://myfd.washington.edu/help/myfdnews.html • Records Management: Know what you need to keep • http://f2.washington.edu/fm/recmgt/retentionschedules/gs/general

  10. Feedback from our testers • “Thanks for all of your hard work on this! It’s a great system and I’m looking forward to using it in real time!” -Beta Tester • “Now that this stuff is all moving electronically I can do it myself. It’s life changing. This makes a huge difference in how I manage my budgets.”-Principal Investigator • Save trees! Less paper/filing. Easy access to records and audit trail. Can do it from home on snow days! • Beta Tester

  11. Thanks to our volunteers! FDI Core Team Vicki Anderson-Ellis, School of Social Work Pramilla Chand, Financial Management Becky Collord, School of Medicine, Dean’s Office Kirsten DeFries, Grant & Contract Accounting Darlene Feikema, College of the Environment Vickie Graybeal, Statistics, Arts & Sciences Mike Hollinger, Psychology, Arts & Sciences Pam McCarthy, Internal Audit Ty Ngo, iSchool James Oliphant, Biostatistics, Public Health Beatrice Vermigli, UW Educational Outreach Volunteer Testers Donna Alluisi Gloria Gammon Darlene Goodwin Natalia Ivanenko Christene James Judi Morris Thuy-Linh Thi Justin Deese Summer Dela Cruz Francie Galbraith Nancy Gorbman Robin Hendricks MaryJane MackayLisa McDonald Tomoko Morita Donna Timbrook Kathryn Vinson Randi Wasic Susan Astley Ann Buscherfeld Judi Gray Sean Kennedy Jennifer Maione Sue Stark Kathryn Stout Erick Winger John Doan Akram Zouroufchi

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