Innovations

My Financial Desktop Reporting Application: Here it comes!

by Erick Winger

The wait is almost over. The Financial Desktop’s three deliverables are scheduled to be launched in phases. The first one, the reporting application, will be launched in April. (The other two deliverables are the internal transactions application and the project cost accounting tool.)The Financial Desktop reporting application will provide:

• A high level view of a list of budgets
• Online BARs and BSRs
• Transaction detail reports
• Current encumbrances reports
• Budget profile reports
• A query function for downloading financial transactions

The Financial Desktop “launch plan” includes two to three weeks of large forum demonstrations, followed by four to five weeks of in-class training. The in-class training will consist of hands-on use of the application in a computer classroom setting. This rollout plan will take place over much of April and May, 2005. A similar schedule, consisting of demonstrations and in-class training will take place again - some time in August 2005. This will be convenient for those people that prefer to receive their training after the biennium close process.

The Financial Desktop Client Services team has grown! It now includes: Erick Winger, J. R. Sloan, and our newest employee, Kelley Smith. The Team is lead by Erick Winger and reports to Jeff Follman, Director of Financial Accounting. The Financial Desktop Client Services team will provide the demonstration and training opportunities, as well as the online help, documentation, and tutorials.