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My-UI-Financials Resource Page

Frequently Asked Questions

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Report View Module (RVM) Questions

What roles can a person have in RVM?

Answer: Refer to the Report View Module (RVM)—Roles and Definitions job aid.


How do I assign and remove a person's role?

Answer: Refer to the RVM—Assign and Remove a Role job aid.


How do I view all my roles?

Answer: Refer to the RVM—View All of My Roles job aid.


How do I search, manage, and view a person's role(s)?

Answer: Refer to the RVM—Search, Manage, and View Roles by User job aid


My-UI-Financials Questions

Why do I see payroll expenses when I view details but not when I'm on the All Funds page?

Answer: This is due to a timing difference. The information for the payroll details comes from the payroll system and will appear a day before the information on the All Funds page, which comes from the finance system.


What is the budget balance available column?

Answer: This column is a calculation: budget - expenses - encumbrances. A desirable budget balance is a positive number.


Why is the budget balance not accurate for self-supporting funds?

Answer: Revenue is not included as a column in the All Funds page. In a future enhancement, there will be a Self-Supporting tab that will include revenue.


How current is the information I'm seeing in My-UI-Financials?

Answer: The information for the current fiscal period is one day old.


How can I tell if the information has been updated today?

Answer: The data in the My-UI-Financials dashboard should be updated no later than 8:30 a.m. Monday through Friday. To check data availability, go to the DS System Status & Availability page for the Finance Data Mart.

 

Got a My-UI-Financials question? Send it to myuifinancials@uillinois.edu.

 

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Last updated: June 16, 2016

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