Below are common Security Forms that are necessary as part of the implementation of UR Financials as well as other financial applications. Download the appropriate form and follow the instructions provided.
- UR Financials Applications Systems Access Form
- Supplier Invoice Viewing Permission Form (OnBase)
- Cognos Access Form
This request form should be used if you are requesting new, adding/deleting permissions to data within any of the financial applications listed below. Access termination requests should be emailed to the UR Financials Security Team urfinancialssecurityteam@UR.Rochester.edu.
- UR Financials (Workday)
- UR Financials Banking
- UR Budget (Axiom)
- UR Procurement
To use the form:
- Select the UR Financials Application Systems Access Form link and provide your NETID credentials
- Complete the form and choose the PRINT option at the bottom of the form
- This form needs to be signed by your manager. Depending on permissions requested, additional signatures may be needed ( e.g. Company level access – Director’s signature)
- Forward completed requests for authorization to General Accounting
- Watch this short training video on How to Use the URF Banking system
For a description of UR Financial system roles only, please refer to this table for a few highlighted roles (List of complete roles and definitions):
|Company Costing Manager||Assigned by Company. Approval of journals.|
|Assistant Company Costing Manager||Assigned by Company. Approval of journals, up to $5,000.|
|Company Procurement Manager||Assigned by Company. Financial approver of procurement transactions starting from $50,000.00 to $249,999.99 depending on company.|
|Company Financial Analyst||Assigned by Company. Has full access to the financials for the company|
|Procurement Analyst||Analyst role does not performs tasks. Ability to view Requisitions and Purchase Orders and drill into details. Generally assigned at the same level as the other role assigned (FAO, CC, CM).|
|Cost Center Manager||Assigned by Cost Center. Approval of journals for assigned cost centers. Access to cost center spend analytics. Approval for all purchases up to a specific dollar threshold depending on size of company.|
|Cost Center Procurement Manager||Assigned by Cost Center. Approval of SIRs and Requisitions subject to financial approval thresholds by division.|
|Cost Center Financial Analyst||Assigned by Cost Center. Has full access to the financials for the cost center|
|UR FAO Procurement Manager||Assigned by FAO (Financial Activity Object). Approval of P2P transactions: All SIRs. Requisitions subject to financial approval thresholds by division. Example: Requisition <$500, non-grant does not require approval.|
|UR FAO Financial Analyst||Assigned by FAO. Has full access to the financials for the FAO (Financial Activity Object).|
|Grant Financial Analyst||Assigned by Grant. Has full access to Award and grant data|
|Accounts Payable Analyst||Assigned by Company. Has access to all supplier related data for the company|
|Accounts Receivable Analyst||Assigned by Company. Has access to all customer related data for the company|
|User Role: AHBT User
Journal Source: AHBT Journal RC Bursar
|Use for UR Financials Banking (AHBT) system access. Note: provide both the User Role and a Journal Source when requesting this access.|
Note: Know that supporting documentation for electronic invoices are not stored in UR Financials. Visit the Electronic Invoice Reference page to view how to request these copies. Contact Accounts Payable for issues on this.Supplier Invoice Viewing Permission Form
This form request allows the user to view stored PDFs of Supplier Invoices within UR Financials. Complete the form, including signatures, and scan /send or return to UnivITHelp@ur.rochester.edu, then watch this quick reference video that instructs users on how to view Supplier Invoices in UR Financials using OnBase. Access termination requests should be emailed to the UnivITHelp <UnivITHelp@rochester.edu>.
For technical issues with OnBase or security access questions please contact the University IT Helpdesk at 275-2000.
Note: This viewer will ONLY work with Internet Explorer browser version 9 or higher.
Cognos Access Form
This access form allows users to run Cognos Cumsal against their respective areas are pushed monthly reporting in Cognos that indicates the monthly payroll summaries, broken down by FAO, spend category and person. Access termination requests should be emailed to the UnivITHelp <UnivITHelp@rochester.edu>.
In addition, there are other manually executed reports for looking at payroll over time, area, category and user. Aggregate salary charges are shown in UR Financials.