UoN PowerPoint Presentation Template

1
TechnologyOne Financials Connected intelligence
(Ci)
An introduction to TechnologyOne Financials.
2
Overview

• Features of TechnologyOne Financials (TOF)
• Pre-requisites to starting TechnologyOne
  Financials
• Accessing the application through Citrix
• Logging into TechnologyOne Financials
• TechnologyOne Financials Workplace roles
• Standard functions for a general TOF users

3
Pre-requisites for Technology One Financials

• Citrix access
• The majority of users will access TechnolgyOne
  Financials using Citrix
• Technology One Financials access
• Existing logins for the current version of
  Finance 1 (v10.2) will be valid in TechnologyOne
  Financials (v11.3)

4
Accessing Technology One Financials through Citrix

• Access Citrix using Internet Explorer or Start gt
  Programs gt Citrix menu
• Enter you user number plate and network password
• A list of applications you have access to will be
  displayed
• TechnologyOne Financials is in the Finance folder

5
Logging into TechnologyOne Financials

• Click on the Finance icon
• Enter your TechnologyOne Financials user name and
  password

6
TechnologyOne Financials Home page

• The Home page is always displayed after logging
  in
• TechnologyOne Financials is a Role based system
• The majority of users will have the UoN
  Departmental Officer Role

7
TechnologyOne Financials Look and feel

• TechnologyOne Financials (v11.3) uses Workplace
  tabs for major tasks
• The Task pane is an additional navigation aid to
  the current screen

8
TechnologyOne Financials Look and feel

• Portals used to display summarised information
• Menu bar buttons
• Footer messages and warnings
• Function specific toolbars

9
Departmental OfficerCreating an Invoice

• The Departmental Officer can create Invoices
  using standard formats.
• Click on the displayed format or open the More
  folder for further formats.

10
Departmental Officer Creating an Invoice

• A blank Invoice screen is displayed.
• Once completed the Invoice can be saved or
  submitted for Approval.

11
Departmental OfficerCreating a Purchase
Requisition

• The Purchase Requisition tab defaults to an
  enquiry screen
• Click on the Blank AP Supplier Req link to create
  a new requisition
• Click on the More folder for further formats

12
Departmental OfficerCreating a Purchase
Requisition

• The Purchase Requisition can be saved at any time
• Submit for Approval once Purchase Requisition is
  completed

13
Departmental OfficerReports

• The Report tab lists all available reports
• Clicking a report hyperlink opens the report
  dialogue screen for input parameters

14
Departmental OfficerMore

• The More tab contains User setups, Guides and
  Enquiries

15
Departmental OfficerMy Workflow

• The My Workflow tab shows current work items that
  you have been working on

16
Departmental OfficerChart of Accounts

• 2008 Chart of Account changes
• Increased benefits

17
October 2007