Finance FAQ

What if I forget my WINGS Express PIN?
What if my User ID and/or PIN are not working?
How do I know if an accounting period is closed/final?
How do I determine the balance available in my fund/org?
How do I find the name of a document originator, since only their w###abc Novell ID appears?
How do I get a list of all the accounts I can use?
How do I delete a template?

What if I forget my WINGS Express PIN?
If you forget your Self-Service PIN, click the Forgot PIN? button on the login web page. You will be presented with the security question that you set up when you initially logged into Self-Service. Type in the answer and click Submit Answer. You will then create a new, 6-digit PIN.

What if my User ID and/or PIN are not working?
If your User Id and/or PIN are not working, contact the CaTS Help Desk by calling (937) 775.4827 or sending e-mail to helpdesk@wright.edu.

How do I know if an accounting period is closed/final?
On the Finance menu, select WSU Finance Extensions, then Open Accounting Period(s). This page will then display the Accounting Periods currently open and receiving transactions. If the accounting period in question is not shown,
it is now closed and further transactions should not post. Generally, each accounting period is closed 5 business days after the end of the calendar month. For a schedule of closing dates, please refer to the Controller’s Office web page: http://www.wright.edu/admin/finanserv/controller.htm

How do I determine the balance available in my fund/org?
To determine the balance available in your fund/org, follow the budget available steps below. Available balance is calculated as Adjusted Budget less YTD revenue/expense, less Commitments.
• Select “Query Budget” from the Finance menu.
• Select “Budget Status by Organizational Hierarchy” from the drop-down list. Click “Create Query” button.
• Select the columns you would like, including “Available Balance”. Click “Continue” button.
• Input the fiscal year & period, your fund & org, and make sure that the “Include Revenue Accounts” box is checked (unless your fund starts with a 6). Click “Submit Query” button.
• The balance that displays the available balance – if you checked the “Include Revenue Accounts” box above you must take the *opposite* sign of the balance amount as your available balance.
• Items to keep in mind: not everything is encumbered and included in the Available Balance calculation, e.g. student wages, revenues, cost recoveries, phone line charges.

How do I find out the name of a document originator, since only their
w###abc Novell ID appears?
To find out the document originator’s name, you can either jot down or press Control-C to copy the w###abc ID that you see on the View Document page. For example: From the Finance menu, select Approve Documents. Delete your ID that auto-populates into the field and type in or Control-V (paste) the originator’s ID. Click Enter. The screen that appears will display both the ID and name of the originator.

How do I get a list of all the accounts I can use?
The Code Lookup facility is located at the bottom of both the Create Purchase Requisition and Create Budget/Expense Transfer pages. In the Type field, select Account from the drop-down list. In the maximum rows, select 10,000.
Click the Execute Query button. This will display all Accounts. You may use the Code and Title fields to narrow your search. For example, code of 7% will display all accounts 700000-799999 which are non-labor expense. Only 6- digit accounts may be used on finance documents. The alpha account codes are for summary totals only.

How do I delete a template?
Currently, there is not a mechanism for deleting templates, but the upcoming version of Finance is supposed to have that added functionality (late calendar 2006?).