Financials Access

In order to enter general ledger journals, enter budget journals, enter ePro requisitions, or use the FAB repository reports FAB access is required. Training is not required, but encouraged, for access to the Financials systems.

Click here for FAST request instructions

Authority to View Data

FAB Repository Reports can be accessed via the Administrative Applications pagelet in MySlice. Click on the My Reports link. All Financials reports are in the FAB folder and/or subfolders.

FAB

Access to Financial transactions is based on specific Chartstring combinations:

Department & Program

    Examples:

  • All programs within specific department number(s)
  • Specific programs within specific department numbers
  • All programs within an area (1st 3 digits of a department)
  • Specific programs within an area (1st 3 digits of a department)

Account Type

  • Revenues (Income Accounts)
  • Operating Expense (Non-payroll expense accounts)
  • Exempt Payroll
  • Non-exempt Payroll

 Level of Payroll Access

  • Payroll Summary – Can only see summarized payroll transactions – No employee ID numbers
  • Payroll Detail – Can see employee ID numbers for payroll transactions

Authority to Approve Transactions

Financials Approval:

The Departmental Financial Transaction Approval Form is used for departments to grant signature authority for non-payroll financial documents and transactions. This form must be on file with the Disbursements Office in order to submit any financial documents or online transactions.

This form must be filled out and emailed to: The Comptroller’s Office, ext: 3765, or disburse@syr.edu . It will then be copied into an online folder, shared by the back office staff, titled Departmental Approvers. Please note that when making any changes or updates to a department’s signature authority the ENTIRE form must be completed over again; please do not just add the updates or changes, as the NEW form will be copied over the OLD form. Not updating the entire form may result in inaccurate approvers for your department(s). It should also be noted that signature authority for a department allows a person the authority to sign on and approve ANY fund, department and program combination within that department.

Journal Workflow Process:

  1. Journal is entered that charges an area other than that of the person entering the journal
  2. A Journal Notification is sent to the appropriate departmental approver’s worklist. An email may or may not also be sent, at the discretion of the person sending the notification. General Accounting HIGHLY recommends that when notification is made to a work list, that you also click on the DELIVERY OPTIONS link within the notification screen, and put a check mark in the EMAIL box as well. Although this is not a requirement or an automatic function, it will ensure that the person being notified is aware of this item in the work list.
  3. The departmental approver must mark the item worked in their worklist if they agree to the charge
  4. If all transactions on a journal have not been marked worked, the journal will NOT be posted to the ledger until the all such system approvals have been provided. Journal entry initiators should monitor their entries to ensure the necessary approvals are provided timely and the entry is posted.

Types of Access Available

  • Budget Manager – This will enable the user to:
    • Enter online Budget Transfers
    • Enter and work online Journals
    • Query Budgets in PeopleSoft
    • Update Mycode Descriptions
    • Post Mycode Adjustments
    • Query Budget and Financial Data in Hyperion
    • Query Grants Data in Hyperion
    • Query Payables and Purchasing Data in Hyperion
    • Receive Secure Burst Reports
    • Receive Secure Burst Summary Reports
      Note: Must be approved by the Budget Office
  • Journal Entry AND FAB Inquiry – This will enable the user to:
    • Enter and work online Journals
    • Query Budget and Financial Data in Hyperion
    • Query Grants Data in Hyperion
    • Query Payables and Purchasing Data in Hyperion
    • Receive Secure Burst Reports
      IMPORTANT: The contents of the reports are limited by the FAB Chartstring access of the processor as of the indicated run date. Please be aware of this limit when using the reports.
  • Journal Entry (ID Entry ONLY) – This will enable the user to:
    • Enter and work online Journals
      NO ACCESS TO HYPERION REPORTING
  • FAB Inquiry Only – This will enable the user to:
    • Query Budget and Financial Data in Hyperion
    • Query Grants Data in Hyperion
    • Query Payables and Purchasing Data in Hyperion
    • Receive Secure Burst Reports
      Note: NO ACCESS TO PEOPLESOFT
      IMPORTANT: The contents of the reports are limited by the FAB Chartstring access of the processor as of the indicated run date. Please be aware of this limit when using the reports.
  • RCM Reporting – gives access to the reports in the Hyperion folder for RCM
  • Mycode Description Update – allows non-Budget Managers to have access to update the Mycode descriptions in the range assigned to a particular area.
  • Mycode Adjustment – allows non-Budget Managers to have access to input Mycode adjustments into PeopleSoft Financials.
  • Budget Cost Share Report – allows non-Budget Managers to have access to the Hyperion report in the FAB, General Ledger folder.
  • Non-Sponsored Restricted Funds Report – allows non-Budget Managers to have access to the Hyperion report in the FAB, General Ledger folder.
  • Purchase Order Inquiry – allows users without access to General Ledger/Budget reports access to the PO Inquiy located in Hyperion in the FAB, Purchasing and Payables folder.
  • Principal Investigator – allows users without access to General Ledger/Budget reports access to the Grants reports located in Hyperion in the FAB, Grants folder.
  • Co-Investigator – allows users without access to General Ledger/Budget reports access to the Grants reports located in Hyperion in the FAB, Grants folder.
  • Sponsored Project Manager – allows users without access to General Ledger/Budget reports access to the Grants reports located in Hyperion in the FAB, Grants folder.
  • Grant Account Clerk – allows users without access to General Ledger/Budget reports access to the Grants reports located in Hyperion in the FAB, Grants folder.
  • Sponsored Project Expenditures Report (S.P.E.R.) – allows access to the online Project Expenditures reporting tool. This is available for users with Grants access with payroll detail.