FINANCE UPDATE: Transitioning from Web Advisor to Self Service

Posting Date(s)

The Financial Web Advisor platform (requisitions, request for payments, approvals) is no longer supported, and this functionality will now be available within Self Service. The Self Service platform is currently used to view general ledger accounts and budgets, as well as projects.

The following information sessions are available to attend, which will provide a general overview of the changes:

  • Navigation of Self Service 
  • Self Service Procurement Module:
    • Requisition for Goods and Services 
    • Payment Request 
  • Introduction to the new Finance Query functionality 
    • New tool to query summary and detail GL account data 

Friday, November 21, 1:30–2:30 pm: Teams Session  Finance Self Service Session: Teams Presentation | Meeting-Join | Microsoft Teams

Monday, November 24, 10:30–11:30 am: In-Person Session, AVC 218S Computer Lab

This in-person session can accommodate up to 36 participants. Please register for this session here: Registration - Finance Self Service Session Nov 24 AVC 218S