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Frequently Asked Questions |
| Q. How do I apply for access
to my FAS data?
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A. To obtain an application
for access, scroll to the link Applying for Access. Complete the
necessary information, and fax to Christy
Kopchinski @ 6-2939.
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| Q.If I already have access, how
can I add a new account? Also, is it
necessary to request access to the new year of a
grant? |
A. Yes. You must request
access to all new accounts, including the new year
of a grant, by emailing your request to Christy
Kopchinski.
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| Q. What software is needed to
navigate the Department of Financial Services
Homepage? |
A. To be able to view and
navigate the FAS data, you may use Internet
Explorer 5.5 and greater or Netscape 4.6 and
greater.
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| Q. What is the UMID and PIN
number? |
| A. The UMID and PIN numbers
are security codes utilized by UMB for many new
web applications. You may obtain your own,
unique UMID and PIN in either of the following
ways:
a. Attend the FAS On the Web
OR the Corporate
Purchasing Card training class
b. Contact Christy
Kopchinski at 6-6225 or Larry
Miller
at
6-2509.
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| Q. How can I retrieve
financial information and what information can
be retrieved? |
| A. From the Department of
Financial Services Homepage click on the Data
Retrieval link and log in using your UMID
and PIN number. This link requires your UMID and
PIN number the first time you log in. This will
take you to a screen allowing you to retrieve
current month account status, financial reports
and financial downloading.
- Current month status provides inquiry of
data by Account, Department and School. This
area will display the current status of the
account summary (AMO90) as of the previous
day's transactions. The detail (AMO91) will
display current month transactions and
year-to-date transactions. Select the link for
account, department, or school, based on your
level of access, and follow the on-screen
instructions.
- Financial Reports - This link displays the
FAS reports that have been created on the UMB2
HP system. These are standard biweekly Payroll
reports and month-end ledgers. Select this
link and the report you wish to view or print
and follow the on-screen instructions.
- Financial Download - This link allows you to
download current day or previous month-end
financial information to your workstation.
Three options are available to download. They
are Account Statement of Dollars, Report of
Transactions, and Statement of Payroll
Charges. Choose the option and follow the
on-screen instructions.
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| Q. Who can I call with
questions about access to and navigation through
the web page? |
A.The primary contact to
answer these kinds of questions is Christy
Kopchinski at 6-6225.
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