Self Help

Self Help:  Frequently Asked Questions (FAQs)

Frequently Asked Questions have been categorized, tagged, and collapsed for easy information retrieval. Select a category for questions regarding that topic:

Tools

Several tools are available to help with the conversion to UR Financials, including a Financial Data Converter, Account-to-FAO Crosswalk, and Subcode-to-Worktag Crosswalk.

Help with Forms

Finance forms have changed to accommodate the new Financial Data Model used in UR Financials. Instructional videos are available for some commonly used forms, including Employee Expense Reports (F3), Requests for Payment (F4), and Journal Entries.

Training Materials

The Introduction to UR Financials eLearning course provides an interactive overview of the new finance system and how to complete common tasks like searching and running reports.
Training materials for all UR Financials classes can be used as a reference as well.

Still need assistance?

Ask a Project Champion. These are designated individuals in various areas that know the business, have been trained on the new system and are an extension of the project team.  Contact a Champion in your area for additional help with UR Financials.