University FAQs - UR Financials

Administration and Finance

News
Services
Frequently asked questions
- Custom training materials for UR Financials are available. Once logged onto the network, UR Financial users can download these for reference. For a terminology list, visit our Data Cookbook here.
  
  Glossary
- University training
- Affiliate hospital training
  - Southern Region training
  - Highland Hospital training
- Keep learning
Resources and forms
- Resources and forms
  Standard tools are available, with additional resources categorized based on your location.
- Resources
- Tools
- Forms
  - UR Financials security forms
  - UR Financials forms
Support
- Need Help?
  Review self help materials based on your location for guidance on common tasks, or contact Support for assistance from the UR Financials Support team.
- Support

University Frequently Asked Questions

Login: How do I login to UR Financials?

For new users, request access to UR Financials by completing the UR Financials Security Access Form, prior to logging in.

Instructions on how to log in are located on the LOGIN page.

Reports: What report can I run I UR Financials?

Refer to the UR Financials Report Matrix

Journal Entries: What is the last day of the month that I can process my journals?

Refer to the Monthly Financial Close Schedule

Job Aids: What Spend or revenue categories can I use?

Refer to the Job-Aid-of-Ledger-accounts-SC-RC-list and Spend_and_Revenue_Category_Definitions on the University tools page.

How do I view the Grants Management Dashboard?

Image of UR Financials home page. Selectt he Settings (cog) icon to add Grants Dashboard

Within the Settings screen of UR Financials, add Grants Dashboard in the Optional Worklets filed.

WalkMe Installation Instructions

Download instruction on how to install the walkme browser.

Workday Delegation Instructions

Download Workday Delegation Instructions.

Workday Expenses Frequently Asked Questions

Download Workday Expenses Frequently Asked Questions