KFSIDR 1040: The Wonderful World of WebFin2

This is a hands-on class is designed for accounting staff who need to review and monitor both transactional and summary level data at the individual account level.

Prerequisite: You must have KFS Accounting Dashboards access when registering for this class. If you do not, submit a request to your Business Service Center to give you the KFS Staff Accounting role in Cynergy.

Topics discussed include:

• Viewing account balances
• Viewing year-to-date and inception-to-date summary reports
• Reviewing transactions
• Drilling from summary reports to transaction details
• Understanding encumbrances
• Using the WebFin2 Account Notes feature

Users with KFS Labor access will learn how to interpret the summary/name detail views provided in many reports. The instructor will cover many custom navigation features of this dashboard as well as the extensive features available in Oracle Analytics dashboard tools, such as changing the report’s sort and column order, moving report columns to create custom filters and report breaks, adding sub-totals to existing reports, hiding columns to redesign dashboard report format, and saving customized reports for future use.

WebFin2 users will learn how to answer common questions such as whether they have enough money in an account to make a purchase, what items have been purchased at the campus store, what salaries have been charged to an account, how they can find accounts in overdraft status, where they can find information on remaining PO and labor encumbrance balances, and how an account looks compared to the budget.

Instructors
DFA staff members

Class Dates
This class will take place in the DFA Training Room unless otherwise specified in CULearn. See the course dates in CULearn.

Fee
No fee.

Register through CULearn

1. Go to the course page in CULearn. (Log in with your NetID and password is required.)
2. Choose the class time that fits your schedule and click Enroll.