Logging in to the Finance System
Log in to your campus portal and on the CU Resources Home tab, click the Finance tile.
Favorites and Recently Used
Favorites are shortcuts that can be used for tasks that you complete frequently. Recently Used is a list under Favorites of the last five places you went.
- Adding Favorites and Recently Used – Step-by-Step Guide
Looking Up Available Gift Fund Balances
You can 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 Payments
You can look up the status of Non-Employee Reimbursement (NR) forms and Payment Authorization (PA) forms.
SpeedType Inquiry/ChartField LookUp
To look up a SpeedType or ChartField, you will navigate to Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, then Define Values, and either select ChartField Values or CU SpeedTypes.
Looking up Fund-Account Combo Errors
Do you have a question about using a certain Account code with a certain Fund? Perhaps you got an error on a line in a Journal Entry … or in a requisition in the Marketplace … and you want to find out what Funds are allowable for the Account you’re using? You can look up the answers to your questions on the Fund-Account Combo Edit page.
You have the ability to look up a transaction and view any associated attachments.
Menu Search works similar to a Google search. As you begin typing a word in the search menu (under Main Menu), the system will provide a drop-down list of items that match your criteria. You can then select your desired item from the list.
The keyword search option allows you to search for transactions in the system in a format similar to a google search.
Autocomplete works similar to autocorrect on your smartphone. As you begin typing a word in a search field, the system will provide a drop-down list of items that match your criteria. If you find this cumbersome, you may turn this feature off.
You can receive email notifications via a defined workflow criteria, such as for journal entry approvals.
Worklists are prioritized lists of work items that are awaiting action by you.