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RTF -Resources & Learning Opportunities

Real-Time Financials: Resources & Learning Opportunities

Learn more about the reports, transactions, and processes involved with Real-Time Financials.

• eReconciliation Training Documentation
• Real-Time Financials Interchanges
• Real-Time Financials Consulting
• Financial Estimate Data (Phase I) & Transaction Frequency (Phase II-a)

eReconciliation Training Documentation

eReconciliation procedures in My LINC provide instructions for completing online Statement of Activity reconciliation and running the eRecon reports.  To locate these resources while in My LINC, enter “eReconciliation” in the Search field on the Home page or follow the catalog path:  MAIS > Financials > General Ledger > Financial Reporting.

Real-Time Financials Interchanges

Campus interchanges were held in August 2008 to introduce the RTF toolkit and demonstrate the M-Pathways eReconciliation functionality.  Topics included:

• Overview of the Real-Time Financials project.
• Using the Budget Reporting Ledger for non-sponsored financial reporting.
• Using Unit Defined Commitments (UDCs) to ensure “real-time” financial data.
• Using eReconciliation to reconcile monthly Statements of Activity.

Click here to print the interchange presentation.

Click here to listen to a recording of one of the interchange sessions.  This recording includes questions from the audience and answers from the presenters.

Real-Time Financials Consulting

Financial Operations and MAIS Financial Business System Analysts (FIN BSAs) would like to meet with you to discuss how your unit can best utilize the RTF toolkit options.  Email mais.fin.contact@umich.edu to arrange an individualized meeting for your unit.

Financial Estimate Data (Phase I) & Transaction Frequency (Phase II-a)

The table below lists the resources and their location for Real Time Financials Phases I and II-a:

* You must have the appropriate system access to complete transactions in M-Pathways.