TAMIU Systems 101: What

1
TAMIU Systems 101 Whats in my account?
Navigate FAMIS-Canopy to get answers.

• by The University Comptrollers Office
• for TAMIU Enrichment Day (5.23.08)

Next
2
OVERVIEW

• NOTE This training is simply an overview of
  CANOPY and only with continued use will you gain
  ease in navigating the web site for the
  information available.
• Overview to include
• What is Canopy?
• Logging In
• Welcome Screen
• Using Search features
• Selecting Favorites
• Summary View
• Detail View
• Sorting
• Downloading Information to Excel

Next
3
What is Canopy?

• Canopy is the web enabled version of FAMIS
• FAMIS The Financial Accounting Management
  Information System is used exclusively by The
  Texas AM University System.
• Canopy can only be used to retrieve information.
  No data entry is made in Canopy.
• Canopy is accessed via the internet at
  https//apps2.system.tamus.edu/canopyTwo/login.asp
  x

Next
4
LOGGING IN
Same as FAMIS User Id Password
Next
5
Welcome Screen
Next
6
These are the same.

• Use pull down menu to select Fiscal Year
• Click on Set CC/FY button to activate selection.

Next
7
Move mouse over FRS, pull down menu will appear.
Next
8
Click on either one.
Nice Feature!
Next
9
Click
Same choices available here as with pull down
menu when mouse floats over FRS tab above.
Next
10
Click
List of available searches.
Next
11
Click

• Search for account by
• Account number
• Department
• Responsible person
• Account Title
• Or any portion of the information.
• Then,
• Click on Search Button

Next
12
Use slide bar to view full list of results.
Next
13

• Click box to add accounts to My Accounts tab.
• No need to perform search again.

Next
14

• FAVORITE ACCOUNTS
• Personalized list of the accounts viewed most
  often.
• Quick view of bottom line expenses and
  available balances for accounts listed in
  favorites.
• Quick link to view account details.

Next
15
Click on account number to jump to summary tab.
As mouse floats over hyperlinks, instructions
will appear.
Next
16
Summary Tab FAMIS screen 19
Defaults to current month.
Click on any header to sort by that column!
Next
17
A
B
C

• Open Commitments (Outstanding POs)
• Original - Full amount of PO
• Liquidated - How much has been paid against PO
• Current - Original amount less payments

A
B
C
Next
18
Choose the months to view Click on submit to
reset view
Transaction Tab FAMIS screen 23
Next
19
Click on any column header to sort.
Click
Instructions appear.
Next
20
Click on triangle to change sort order.
Next
21
Sort on Description column.
Next
22
Narrow search to one month.
Choose date range - use pull down menus.
Next
23
Narrow search by subcode
Next
24
Download transaction details to Excel spreadsheet!
Next
25
Next
26
Next
27
(No Transcript)
28
One Click to log out
Next
29
Additional Information

• Security settings will prevent users from
  restricted information.
• Click on any hyperlink and feel free to explore
  other areas and features.
• No data entry means you cannot corrupt any
  information.
• Dont be afraid to click away ?
• Statement of Responsibility.

Next
30
Statement of Responsibility

• I understand that I will be violating university
  regulations and state and federal law if I gain
  or help others gain unauthorized access to the
  Financial Accounting Management Information
  System (FAMIS) I acknowledge that neither I nor
  anyone else possess the authority to allow anyone
  to use my ID or password.
• I also understand that if I violate university
  regulations and state and federal laws by gaining
  or helping others gain unauthorized access to
  FAMIS, I will be subject to university
  disciplinary action and criminal prosecution to
  the full extent of the law. (Chapter 33, Section
  1, Title 7 of the Texas Penal Code).
• By logging on to this computer system, I
  acknowledge my responsibility for strictly
  adhering to university policy and state and
  federal law. I also am aware that penalties
  exist for unauthorized access, unauthorized use
  or unauthorized distribution of information from
  FAMIS.
• I agree further not to attempt to circumvent the
  computer security system by using or attempting
  to use any transactions, software, files or
  resources I am not authorized to use.

31
QUESTIONS?

• Contact us if you need assistance with Canopy.
• Comptrollers Office / KL162
• [phone] businessoffice_at_tamiu.edu