FinancialLink

About FinancialLink

The FinancialLink Portal was implemented as a strategic partnership between campus Information Technology Services (ITS) and the UC San Diego financial community. It is a collection of web based business tools and applications to help the campus user manage their financial portfolio. These tools provide everything from basic transaction management and reporting to solving complex business workflow and process. They cover all aspects of the business and financial process; from accounting and ledger management to procurement and travel to payroll & expense projections.

These applications and tools often help implement compliance initiatives and aid in audits and are often recognized as best of breed and have won awards at the UC level.

The FinancialLink Portal provides the UC San Diego financial community with the following:

All key tools and reports for performing daily financial related functions
Dynamic approval workflow for fast & easy access
Release notes containing information on the most recent updates to applications
Schedule of current financial training courses
A single calendar listing all important financial related dates and deadlines
A knowledge base / FAQ for searching previously solved issues
Alerts provide an easy and fast way for central offices to communicate messages to the campus financial community

FinancialLink Access

In order to access FinancialLink and its tools, all UCSD staff and faculty are required to have Facilities "FINANCIAL: WWW - FinancialLink" provided through AccessLink

FinancialLink Focus Group

The FinancialLink Focus Group provides an unbiased representation of the campus financial community and advises both central offices and ITS in terms of priority and direction for Financial Link applications. The group gathers requirements and input from the campus community, helps establish best practices, and provide recommendations for business process streamlining and process efficiency. The group also provides FinancialLink training through Staff Education and Development.

Committee membership

How to edit the Alert messge on the Financial Link homepage

FinancialLink Availability

Most data is extracted to the Data Warehouse and is available 24 hours a day. The real-time IFIS system is available Monday-Friday, 6 a.m. - 12 a.m.; Saturdays, Sundays & holidays, 8 a.m. - 4:30 p.m. (Access on weekends and holidays is subject to computer maintenance schedules and cannot be guaranteed.)

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