Finance System Learning Resources: General/Inquiry [1]
For access to the Finance System, visit the Access & Training Requirements guide [2].
Logging in to the Finance System
Log in to your campus portal [3] and on the CU Resources Home tab, click the Finance tile.
Favorites and Recent Places
Adding Favorites and Recent Places [4] - Favorites are shortcuts that can be used for tasks that you complete frequently. Recent Places is a list of the last five pages you visited.
Inquiry
Searching the Finance System
- Searching for Journal Entries [5] - You can search through all journal entries or just journal entries you created, using a variety of search criteria.
- Using Saved Searches [6]- The Saved Searches features makes it easier for you to find journal entries.
- Looking Up Finance System Roles [7] - Look up a person’s roles in FIN. If you have questions about what a role does, you can check out the role names and descriptions page [8] (must be signed in to VPN to access this page).
- Using Keyword Search [9] - Use Keyword Search to search for transactions like journal entries and vouchers
- Using Menu Search [10] – Use Menu Search to find a page in FIN rather than navigate through submenus.
- Disabling Autocomplete [11] – As you type in FIN, the system provides a drop-down list of items that match your criteria. Update your FIN preferences to disable autocomplete if this is cumbersome.
- Looking Up an Org Officer [12] - Here are three options for looking up your Org’s officer.
Looking Up Payment Information
- Viewing Check Details [13] – Look up information about a check, including whether it has been cashed and where it was sent. It’s helpful to some information about the payment, like the check/warrant number.
Looking Up Chartfield Information
- Looking Up Available Gift Fund Balances [14] - Look up the CU Foundation available balance for a linked Fund 34 Gift Speedtype in the Finance System -- or run an m-Fin report in the CU-Data System.
- Looking Up Fund-Account Combo Errors [15] – Look up which account codes are allowable for each fund. Use this information to correct Fund-Account Combo errors for journal entries and select account codes for Marketplace requisitions.
- Looking Up ChartFields [16] – Look up Funds, Orgs, Programs, Projects, Sub-Classes, and Accounts to see description and attributes.
- Looking Up SpeedTypes [17] – Look up a SpeedType to see its effective date, FOPPS values, Org/Program/Project managers and officers, and fiscal staff. For a Fund 34 SpeedType, also see the gift’s description, gift purpose codes, and Foundation Available Balance.
Workflow
Worklists [18] – Open your worklist to see prioritized lists of work items that are awaiting action by you (Sample Worklist [19]).
Groups audience:
Controller