E-reportsSept2010.ppt

E-Reports Overview September 2010 Agenda 1. What are e-reports? 2. How do I get connected? 3. Application for E-report Access. 4. Implementation timetable. 5. End users, do they have access? 6. Demonstration of e-reports. 7. What else can I do with e-reports? 8. Contacts. 9. Questions? What are E-reports ? E-Reports Presently The FAS AM090 and AM091 (monthly summary and detail statements) are sent via paper for 10,000 accounts to more than 1000 users every month. This translates to 17 boxes of 500 sheets of 8.5 x 14 green lined paper 12 + times a year ! (plus the time to sort, distribute) To support UTS green initiatives and practices FAS Month End reports (AM090 AM091) will only be available online via E-reports. E-reports is an online repository of reports https://adweb.cis.mcmaster.ca/CIS/FASreports. Everyone who currently receives paper reports will now receive them in the electronic format. – For Research accounts held in ledger 8, Principal Investigators will also be automatically given E-Report access to their respective Research Accounts. Getting Connected to E-reports Here is how it is going to work: Currently all operating FAS account holders receive an automated e-mail message advising that their new month-end reports are ready for viewing and will include a link to the web site: https://adweb.cis.mcmaster.ca/CIS/FASreports. You will log in with your Mac ID and password to get access to reports that are produced in the Excel format. Online reports will be available immediately following the processing of month-end. Application for E-report Access For Operating accounts, Financial Services Web Page http://www.mcmaster.ca/bms/BMS_Financial_Services.htm On the right hand side of the page, select : Resources What’s New Training/Workshops Forms Documents Rates and Fees Policies, Procedures Guidelines Schedules Financial Systems Access???? Contacts Application for E-report Access Financial Applications Cheque Requisitions Labour