Homepage
1. Navigation Menu – Access the functional Landing Page and page links through the Business Process and Activities menus.
2. Global Navigation – Search here for pages using key words or the page code.
3. Home – Return to the Homepage from anywhere in the application.
4. Bookmark – Access and manage your bookmarks. Create a bookmark by clicking the star icon next to the page name
5. Alerts – View alerts created by authorized users.
6. Help – Access online system help in a new browser window.
7. My Profile – Displays current Business Role and allows users to determine Account Settings and Sign out of the system.
• Business Roles are assigned to user ID based on work to be done in FINET
• If the user has multiple Business Roles, select My Profile and click any Role desired
• Set the default Business Role and order in Account Settings
• Set other user preferences in Account Settings
8. QuickLinks – Access a page with one click.
9. Widgets – Access the recent 10 transactions or your browsing history.
Searching for records or transactions
1. Search fields – Enter search criteria.
2. Configure Search criteria – Determine search fields by clicking the gear icon and selecting the fields.
3. Search Button – Click to return search results.
4. Recent Searches – Previous searches are displayed as cards, which represent the recent searches.
5. Recent Searches view options – Click to view only Pinned or All recent searches cards.
• Pin – Click to always display the card in your recent searches.
• More Information – Click to see all of the search criteria entered.
• Close – Click to remove the search card from the Recent Searches area.
Search results
1. Grid Actions – Select results records and click the button to take an action on the selected results.
2. Results Display Count – Click to view 20, 50, or 100 search results per page.
3. Expand Results – Click to view more details on the search result record.
4. Advanced Grid – Click to view the results in Pivot Mode.
5. Freeze Columns – Click a column and then click the icon to freeze all columns before the selected column.
6. Sort Results – Click to sort the records in ascending or descending order.
7. Personalize your columns – Click gear and choose the columns to display in the grid.
8. 3-dot Menu – Click to edit, copy, or take action on the selected result.
Create a Transaction
1. Create button – Click to access the Create Transaction page.
2. Transaction Identifying Fields – Enter the Transaction Code, Dept, and ID.
3. Picklist – Click to access the Search Transaction page to find and select a field value. Click the heart icon next to the search results to create a Favorite, which displays anytime you click in that field in the
application.
4. Continue button – Click to create the draft of the transaction.
1. Header – Enter required header information. Some data may infer into the lines for specific transactions.
2. Vendor – Enter the vendor. Click the insert icon to add a new line.
3. Accounting– Enter the accounting codes. Icons can be used to copy or delete lines.
4. Summary – New tab that shows all of the information for the transaction on one tab.
Note: Transactions include the same information as the document in old FINET organized into tabs. Actions are now included in buttons, icons, or the three-dot menus.
5. More Information – Click to view additional information.
6. Export – Click to export the selected rows or export all.
7. Undo – Click to undo or remove the last action made.
8. Enter all the appropriate transaction data. To complete the transaction click the Validate and Submit buttons, located in the upper-right corner of the transaction.