THIS WEBSITE IS FOR HISTORICAL INFORMATION ONLY.
THE NEW HOMEPAGE CONTAINS RESOURCES FOR THE UCF FINANCIALS REFERENCE DATABASE, WHICH ONLY CONTAINS DATA PRIOR TO JULY 1, 2022.

Addy Notes

Addy Notes

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Addy Note

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Video

Accounts Payable
TypeDescriptionDate
Application of Freight Charges in UCF Financials10/03/2016
Approval to Pay in Accounts Payable07/13/2017
Generating an Invoice07/11/2017
Review a Payment in Accounts Payable Using DataMart10/03/2016
Review a Payment in Accounts Payable Using Regular Entry08/15/2019
Review a Payment in Accounts Payable Using Voucher Inquiry10/03/2016
Viewing an Invoice Attached to a Voucher10/03/2016
Voucher Inquiry – Related Documents01/10/2018

Adaptive Planning

TypeDescriptionDate
How to complete the UCF Financials Department/Adaptive Level Request Form05/05/2021
How to Request DAL Authorization to Access Workday Adaptive Planning 03/09/2021
Understanding Adaptive Planning Levels in UCF Financials 03/26/2021

Asset Management

TypeDescriptionDate
Asset Management Workflow Queries11/14/2016
Creating a Request to Declare an Asset Lost11/13/2017
Creating an Asset Transfer Request11/07/2016
Determining an Asset's Location, Making an Offsite Inquiry, and Reviewing the Asset's Cost History10/03/2016
Responding to an Asset Transfer or a Declare Asset Lost Request11/13/2017
Running Inventory Reports06/02/2020
Running Online Property Inventory Queries11/16/2016
Selecting an Asset Management Form07/17/2017
Using a Room Decal Bar Code to Determine the Location of an Asset07/28/2020
Viewing Attachments on an Asset06/05/2017

Budget

TypeDescriptionDate

The following resources related to the Standard Budget Ledger (SBL) will be available until Workday goes live; however, as of July 1, 2021, SBL reports are no longer supported by UCF Financials. These reports will not reflect accurate data for report dates past June 30, 2021. For up-to-date information, use Workday Adaptive Planning to run reports containing budget information.
Copying Journal Pages while Using the Standard Budget Ledger
12/13/2016
Using the SBL Offline Journal Template to Create a Budget Transfer11/01/2019
Using the SBL to Create an Online Budget Transfer07/19/2017

DAL

TypeDescriptionDate
Activating and Inactivating Authorizations
11/03/2016
Adding a New SpeedType (Department or Project) to an Employee07/17/2017
Adding Employees to a SpeedType (Department or Project)07/17/2017
Completing the Employee Details Tab
02/17/2017
Completing the PCA Details Tab
02/13/2017
Completing the PRC Details Tab
07/17/2017
Conducting the Annual Employee Verification
01/17/2017
Departmental Authorization List (DAL): Security Access Codes and Descriptions
03/09/2021
Inquiring on the DAL for Department/Project Authorizations01/17/2017
Inquiring on the DAL for Employee Authorizations05/15/2017
How to Request DAL Authorization to Access Workday Adaptive Planning03/09/2021
Using Bulk Approval Updated
02/13/2017
Using Bulk Copy by Department or Project (SpeedType)05/15/2017
Using Bulk Copy by Employee 05/15/2017
Using Bulk Inactivate by Employee05/15/2017
Using Bulk Inactivate by Department or Project (SpeedType)05/15/2017
Viewing Employee Authorizations
02/13/2017
Viewing an Employee’s Authorization Status and History
11/03/2016
Viewing the Employee Training Tab
11/03/2016

ePro

TypeDescriptionDate
Adding Comments and Attachments to an ePro Requisition11/03/2016
Approving Requisitions in UCF Financials04/12/2018
Canceling or Editing a Receipt01/30/2020
Canceling a Requisition10/28/2016
Categories and Comments for Vehicle Purchases and Leases03/24/2021
Change Order to a Purchase Order05/18/2017
Changing Account Codes on a Requisition 02/13/2017
Choosing a Purchase Category in UCF Financials
07/17/2017
Comments & Attachments FAQs11/03/2016
Confirming the Correct Business Unit10/12/2016
Copying a Requisition10/28/2016
Creating a Multiple Distribution Line on a Requisition12/22/2016
Creating a Travel Requisition
01/30/2017
Creating a Requisition01/17/2020
Creating a Requisition to Acquire an Asset07/10/2017
Creating a Requisition to Purchase Hazardous Materials 04/10/2019
Creating an ePro Requisition for $1,000 or Less09/21/2018
Fiscal 2022 New Year Information06/30/2021
General Guidelines for Credit Memos and Receipts06/30/2021
Helpful Information for Sponsored Research Requisitions 08/30/2017
Inspecting Requisitioned Items11/03/2016
Printing a Purchase Order06/27/2019
Printing an ePro Requisition11/03/2016
Receiving in UCF Financials09/04/2020
Receiving on Rolled-over Purchase Orders11/03/2016
Special Personalizations for all Requesters10/03/2016
Understanding the Req-to-Check Process 07/31/2020
Using Purchase Order Inquiry to Review Purchase Order Balance06/07/2018
Using the Mass Change Page When Creating a Requisition
07/10/2017

General Ledger

TypeDescriptionDate
Checking Departmental and Project Balances01/23/2020
Copying a Journal07/31/2018
Creating a Journal in UCF Financials01/30/2020

Creating an Offline Journal (Video)

Creating an Offline Journal Using a Template		02/05/2020

01/17/2020
Deleting a Journal07/31/2018
Journal Inquiry10/09/2016
Saving and Printing a PDF Version of a Journal Report10/09/2016
Sponsored Project Analysis Types for Online Journals11/01/2019
Understanding Journal Errors
10/03/2016
Uploading a Journal Created from a Template11/01/2019
Uploading a Journal Created from a Template (Video)
03/03/2020
Viewing a Journal Attachment
10/09/2016

Grants

TypeDescriptionDate
Accessing Billing Invoices 02/11/2020
Accessing Budget Position Report via MyUCF Portal11/01/2019
Budget Model and Available Budget Queries11/27/2019


Running a Budget Position Report for an Award

Running a Budget Position Report for an Award (Video)		11/01/2019
Special Mid-Month Budget Position Reports 11/01/2019
Sponsored Project Analysis Types for Online Journals11/20/2019
UCF Rising Impact on Billing: Quick Tips11/01/2019
Understanding Analysis Type for Grants07/08/2020
Understanding Budget Definition for Sponsored Projects 11/18/2019

Miscellaneous

TypeDescriptionDate
Adding Favorites10/03/2016
Avoiding Time-out Issues When Using Multiple Windows10/03/2016
Clearing Temp Files When Using Financials DataMart02/02/2017
Completing Travel Reimbursement Forms Using Electronic Signature07/17/2017
Creating a Payment Request05/01/2017

Enhanced Search

Using the Features of Enhanced Search		05/31/2018

06/01/2018
Fiscal 2022 New Year Information 06/30/2021
Gaining Access to UCF Financials07/17/2017
Logging into UCF Financials Through the myUCF Portal06/24/2019
Personalizing Pages in UCF Financials10/03/2016
Registering for UCF Financials Training Classes10/03/2016
Selecting to Receive Emails from UCF Financials03/02/2017
Temporary Search Page Process11/15/2019
Updated Financials Navigation12/04/2021
Viewing Alert Notifications 08/18/2017
Viewing Employee and Travel Reimbursements07/10/2017
Viewing Related Content10/03/2016

PCard

TypeDescriptionDate
Accessing & Approving the PCard Application in UCF Financials05/02/2019
Adding Asset Information to a PCard Transaction12/13/2016
Charging PCard Transactions to Research Foundation Projects or Departments Updated04/25/2017
Disputing a Charge12/13/2016
General Procedure for Approving PCard Charges 07/31/2017
Linking PCard Transactions to Multiple-line Purchase Orders 07/31/2017
Locating a PCard Holder’s Charges 12/13/2016
Splitting PCard Transactions Between Multiple POs, Departments, or Projects07/31/2017
Updating PCard Transactions in UCF Financials 12/13/2016
Using the Search Link to Manage Multiple PCard Transactions
12/13/2016
Viewing Level Three Transaction Details
12/13/2016
Viewing Project Budgets for PCard Approvals01/12/2017

Project Costing

TypeDescriptionDate
Understanding Project Status Codes10/25/2016

Reporting

TypeDescriptionDate
Accessing Budget Position Reports through the MyUCF Portal12/12/2019
Excel 2013 Macro Installation Instructions07/03/2017
Finding Receipt and Student EmplID Details in Drill-Down Reports07/10/2017
How to Run a Fund Balance Report in UCF Financials11/07/2019
How to Make Changes to a Private Query 04/30/2018

Running a Budget Position by College or Department Series

Running a Budget Position by College or Department Series		01/29/2020
Running a Budget Position by Project Series06/26/2020

Running a Budget Position Report for an Award

Running a Budget Position Report for an Award		11/01/2019

Running a Budget Position Report for a Department

Running a Budget Position Report for a Department		12/02/2019
Running a Budget Position Report for a Project10/01/2020
Running a Budget Position Report for Student Financials Details07/10/2017
Running a Budget Status Report 02/08/2017
Running a Budget Transaction Detail Report
02/08/2017
Running a General Ledger Activity Report by Department (or Project)
02/08/2017
Running a Ledger Details Report02/08/2017
Running a PO Balances Detail Report 07/10/2017
Running a PO Balance Summary Report02/08/2017
Running a User – References Report 02/08/2017
Running an Expenditure Report04/17/2020
Running the report for COVID-19 Departments12/04/2020
Running Queries on Department/Project Expenses and Revenues 02/08/2017
Running Queries Relating to PO’s and Vouchers02/08/2017
Scheduling a Query in UCF Financials07/10/2017
Special Mid-Month Budget Position Reports11/01/2019
Tips on Running a Budget Position Report11/03/2016
Understanding a PO Balances Detail Report11/03/2016
Understanding a PO Balance Summary Report11/03/2016
Using the UCF Financials DataMart
01/17/2020
Viewing or Printing Reports from myUCF07/10/2017