FinancialLink

About the Official Financial Transactions

These transactions provides staff direct access to IFIS via the web!

UCSD staff who have a vaild IFIS user ID can:
- create a department order (low-value PO)
- generate a requisition (request a high-value PO)
- request a payment authorization
- prepare a journal voucher
- initiate a transfer of funds

Frequently Asked Questions

Below are answers to real questions asked by Link Family users. We encourage you to submit your questions and comments via the two Did you get what you wanted? buttons.

Access & security
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News
Learning & training
Suggestions

Timeliness of data
Why aren't these services available 24 hours per day?
The system won't accept my USERID & PASSWORD. What do I do?
All these pages look like gibberish. What's wrong?
Sometimes after I click on submit, I get a blank page. Help!

Who can access these transactions?
These transactions require a valid IFIS ID with access authority to the appropriate Data. UCSD staff and faculty who have valid business need to access this data can obtain an ID through their Departmental Security Administrator (DSA).

Every time I log in I just am taken back to a blank login box again.
Please be sure to always have your browser set to accept cookies. See the "Internet Options" if using Internet Explorer or "Advanced Preferences" if using Netscape Navigator.

How do I get information on new system features?
Watch for upcoming enhancements! These will be posted on the "What's New" and "What's Planned" pages.

How do I learn more about these transactions or take a training class?

Purchasing, Disbursements and General Accouting currently offer training courses in policy and procedures. If you have already taken this training and have used IFIS in the past, there is no need to take additional training to use the web-based system. The following courses are currently offered by the central offices:
- Department Order & Requisitions - Purchasing
- Payment Authorization - Disbursements
- Journal Vouchers - General Accounting
You may enroll on-line at Staff Education's Enrollment Central.
Each Transaction Page has an associated Help Page, which includes step-by-step instructions and field definitions. If you get stuck while filling out a form, Help Text can be accessed by clicking on the word "Help" located on the horizontal black FinancialLink bar at the top of each page, or by clicking on an icon. The following help is currently available:

To whom do I send my comments and suggestions?
We welcome your comments. They directly affect the content of this and other online services. Please direct comments to the address at the bottom of this page.

How timely is this data?
The data on these pages is immediate and real-time. The Official Financial Transactions are a front-end to the IFIS system.

Why aren't these services available 24 hours per day?
This is a web-based front-end to the real-time (IFIS) database and consequently is available the same hours as IFIS. The system is unavailable at night to allow backups and batch processing to take place. Read the Availability page for more information on hours of operation.

The system won't accept my USERID & PASSWORD. What do I do?
The official financial transactions require a valid IFIS (not Darwin) USERID & PASSWORD. Make sure you are using your current USERID. If you have forgotten your PASSWORD, or would like to change it, contact your Departmental Security Administrator (DSA) or contact the ITS Service Desk at (858) 246-4357 or send email to servicedesk@ucsd.edu.

All these pages look like gibberish. What's wrong?
Your browser is probably not compatible with FinancialLink. We recommend Netscape 4.5 or greater.

Sometimes after I click on submit, I get a blank page. Help!
There is a known bug in Internet Explorer 5.0 that causes pages to sometimes display as blank. A fix for this problem is available.