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Real-Time Financials: Consulting & Training Resources
Learn more about the reports, transactions, and processes involved with Real-Time Financials.
Real-Time Financials Consulting
ITS Financial Business System Analysts (FIN BSAs) would like to meet with you to discuss how your unit can best utilize the RTF toolkit options and other reporting options (e.g., M-Reports, BusinessObjects).
Contact the ITS Service Center to arrange a free, individualized meeting for your unit.
To encourage SOA reconcilers and others in your unit to learn about Real-Time Financials Toolkit options, post the RTF flyer in your office.
RTF Documentation
The table below contains links to various resources associated with Real-Time Financials by their location.
| Location | Resource | Description |
|---|---|---|
| ITS Web site | Financial Data Dictionary | Provides detailed information about summary estimate, eReconciliation, UDC, and Reporting Budget Ledger data for ad-hoc reporting purposes using the UM Data Warehouse |
| Financial Aid/Student Financials Data Dictionary |
Provides detailed information about payroll, benefit, and financial aid estimates data for ad-hoc reporting purposes using the UM Data Warehouse. | |
| Human Resources Data Dictionary | ||
| My LINC |
eReconciliation procedures* | Provides system instructions, training classes, and business process information about using this functionality in M-Pathways. Click the link to go to the Activity page, then click the arrow to open the resource. |
| Unit-defined Commitment procedures* | ||
| Reporting Budget Ledger procedure* | ||
| General Ledger Reporting | Instructor-led course providing basic information about Statement of Activity reconciling. |
|
| Monthly M-Pathways Business Cycle Calendar | Lists the financial transaction processing schedule. | |
| M-Reports | Report Library | Provides descriptions of the UM Maintained BusinessObjects reports that contain estimate data. Search the directory using a keyword of “estimate.” |
* You must have the appropriate system access to complete transactions in M-Pathways.
