UAFR - My-UI-Financials - Finance Process Performance Measures
FPPM Purpose
- Ability to measure the effectiveness of your business processes
- Provides actionable data
- Allows you to access information based on chart, college, department and/or organization for the following areas:
- FABweb New Acquisition Aging
- Unreconciled Card Transactions
- Misclassified C-FOAP Balances
- Invalid Fund Type – NACUBO Combination
- Paris Payroll Adjustments
FPPM Capability
Dashboard has six tabs for retrieving information.
- Tab 1: Summary provides a quick view of all items based on your filter option that need to be reviewed and/or resolved
- FABweb New Acquisition Aging: Displays total number of new equipment acquisitions that have a status of open/pending Otag records in the FABweb system.
- Unreconciled Card Transactions: Displays total number of unprocessed/unreconciled card transactions that haven’t been submitted to University Payables for processing and are not posted in Banner.
- Misclassified C-FOAP Balances: Displays the total dollar amount of an operating ledger C-FOAP balance that is potentially using an incorrect combination of fund, organization, or program code or a balance that doesn’t conform to the basic fund type C-FOAP design.
- Invalid Fund Type - NACUBO Combination: displays the dollar amount of an expense that was posted that is not allowed based on the combination of the fund type used and the hierarchy of the program code (which represents the function, such as research, public service, academic support, etc.).
- Paris Payroll Adjustments by Calendar Year: Display Current Payroll Adjustments, Prior Underpayment Payroll Adjustments, and Total Adjustments in comparison to the number of employees paid in the Original Pay Event within a calendar year.
- Prior Underpayment Adjustments and Current Payroll Adjustments by Quarter (Summary Only): Displays a trend of payroll adjustments by calendar year and quarter.
- Tabs 2 through 6: Provide the details of the numbers displayed in the Summary section.
FPPM Dashboard
The My-UI-Financials Finance Process Performance Measures provides actionable data to measure the effectiveness of a unit’s business processes. Data is presented on chart, college, and/or department level.
To access the Finance Process Performance Measures dashboard, log in to My-UI-Financials and select the Finance Process Performance Measures link in the menu bar at the top.
FPPM Landing Page
After clicking the link and allowing the page to load, data on FABweb New Acquisition Aging, Unreconciled Card Transactions, Misclassified C-FOAP Balances, Invalid Fund Type - NACUBO Combination, Paris Payroll Adjustments by Calendar Year, and Prior Underpayment Adjustments and Current Payroll Adjustments by Quarter will display in the Summary tab. The callout items are described in more detail below the graphic.
The Finance Process Performance Measures dashboard contains six tabs to view data on your business processes based on your filter selections.
Filter Menu
The drop-down Filters default setting is All, which provides information for the entire University of Illinois System. It is highly recommended to make selections on the three filter options in order to obtain information specific to your unit or department.
- Chart: Use this option to select Chart of Accounts (COA) code.
- College: Use this option to select from two-character College code.
- Department: Use this option to select from three-digit Department code or three-digit Org code.
- Organization: Use this option to select from six-digit Organization code
Tabs
The Finance Process Performance Measures dashboard contains six tabs to view data on your business processes based on your filter selections.
- Summary Tab: FABweb New Acquisition Aging and Unreconciled Card Transactions display the number of items for review based on days. Misclassified C-FOAP Balance and Invalid Fund Type - NACUBO Combination displays the dollar amount for review. Paris Payroll Adjustments by Calendar Year displays number of adjustments compared to total employees paid. Prior Underpayment Adjustments vs Current Payroll Adjustments by Quarter displays a trend of payroll adjustments by calendar year and quarter.
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FABweb New Acquisition Aging Tab: Total number of new equipment acquisitions that have a status of open/pending Otag records in the FABweb system.
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Unreconciled Card Transactions Tab: Total number of unprocessed/unreconciled card transactions that haven’t been submitted to University Payables for processing and are not posted in Banner.
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Misclassified C-FOAP Balances Tab: The total dollar amount of an operating ledger C-FOAP balance that is potentially using an incorrect combination of fund, organization, or program code or a balance that doesn’t conform to the basic fund type C-FOAP design.
-
Invalid Fund Type – NACUBO Combination Tab: The dollar amount of an expense that was posted that is not allowed based on the combination of the fund type used and the hierarchy of the program code (which represents the function, such as research, public service, academic support, etc.).
- Paris Payroll Adjustments Tab: Total number of payroll adjustments based on adjustment type code, adjustment reason, and calendar year.
Quick Download Tool
The Quick Download tool is the quickest way to export a spreadsheet-compatible section of the active tab. First, you must select filters and wait for the tabs to load before you can use this function. This allows you to download a section of the active tab, based on the drop-down filter selection.
Note: This feature is not available on the Summary Tab.
- Selections in the drop-down filter will vary based on the tab that is currently being viewed.
- Downloaded data will be a comma-separated values (.CSV) file.
FPPM Access
How do I access My-UI-Financials - FPPM dashboard?
Who can access the My-UI-Financials - FPPM dashboard?
- Anyone with a Net ID and password
- USC does not need to submit a request
- Report Assigner does not need to provide you access via My-UI-Financials Access Manager
My-UI-Financials Additional Resources
- KnowledgeBase: My-UI-Financials
- BusFin Website: UAFR - Accounting & Budgeting - Reconciliation of Financial Activities
Contact
- myuifinancials@uillinois.edu
- Regina J. Harden: rharden3@uillinois.edu