Financial Reporting (UDW+)

Process Description / Outline

1. To gain access to financial reports, users need both system access to UDW and chartfield access to their specific accounts:

   1. To access the UDW system, complete courses FIN 800 in iLearn (accessible via NYU Home), which will give you access to the standard reports dashboard. Once you complete these courses, your access should be available the next day, assuming that your chartfield access has also been granted. FIN 800 will give you access to the basic standard reports such as the AP reports, Budget Summary Reports and Fund Balance Report 

2. To gain chartfield access, complete the Chartfield Access Authorization Form in NYU Home under the ‘Work tab’. When completing the form, you should choose to have access to the standard reports for the chartfields in your department. The salary expense report is important for reconciling salary charges. 

   1. Department Administrators/Directions should choose chartfield access for all accounts, funds, programs and projects under org 9XXXX (your departmental org). This is helpful because whenever new accounts are created under those orgs, they will automatically appear under your access.  If you need help completing the form, please contact your departmental fiscal analyst.  You should also request access for the following specific chartfields that are not under your departmental org but belong to your department such as gift accounts (Funds 22).  These may have a different org and have a specific project id. 

   2. Faculty should submit access requests for the funds they directly manage (research/professional development funds, any external gifts, etc)