Managing My Favorites

   Overview   

My Favorites provides a shortcut to frequently used pages within the UGA Financial Management System. Shortcut entries can be added, deleted and re-organized using this functionality.

In this article, you will learn how to add and manage favorites in the Classic view of the UGA Financial Management System.

1. Step 1

The UGA FInancials page is displayed with the Classic Home tile highlighted.

First, log into the UGA Financial Management System.

In the Classic interface, you can save the components you use frequently in a My Favorites list.

Click the Classic Home tile.

2. Step 2

The Classic home page is displayed with the Add to Favorites link highlighted.

You can add any page to your list of favorites.

Click the Add to Favorites link.

3. Step 3

The Add to Favorites dialog box is displayed with the OK button highlighted.

The Add to Favorites dialog box is displayed with the name of the component listed as the Description. You can change the Description or accept it as is.

Click the OK button.

4. Step 4

A pop-up window is displayed with the OK button highlighted.

A message appears to let you know that the favorite has been saved.

Click the OK button.

5. Step 5

The Classic home page is displayed with the Favorites menu highlighted.

Once you have added a favorite, it can be accessed from the Favorites menu.

Click the Favorites menu.

6. Step 6

The Classic home page is displayed.

The selection is added to the list found under the My Favorites heading.

7. Step 7

The Accounting Tags link is highlighted from the Favorites menu.

From any page within the Classic interface, you can get open the Favorites menu and navigate to the page you just added.

8. Step 8

The requested page is displayed with the Favorites menu highlighted.

The requested page is displayed.

Use the same menu to manage your favorites.

Click the Favorites menu.

9. Step 9

The requested page is displayed with the Edit favorites link highlighted.

After you have multiple favorites added, you can change the sequence or delete favorite entries.

Click the Edit favorites link.

10. Step 10

The Edit Favorites page is displayed with a Favorite field highlighted.

All of the favorites that you have added will be listed.

If any of the descriptions need to be changed to make more sense, that can be done from this list.

In this example, you will change the "View" description to read "View Expense Reports".

Enter the appropriate information into the Favorite field.

11. Step 11

The Edit Favorites page is displayed with a Sequence number field highlighted.

You can also reorder the order the sequence in which the items are displayed. In this example we will rearrange these items to put Update Profile first. 

Enter the appropriate information in the Sequence field.

12. Step 12

A Sequence number field is highlighted.

Because you want "View Expense Reports" to display next, make that the second in sequence.

Enter the appropriate information in the next Sequence field.

13. Step 13

A Sequence number field is highlighted.

In order to make the "Approve Transactions" item appear last, enter a number to sequence.

Enter the appropriate information into the Sequence number field.

14. Step 14

The Save button is highlighted.

The items now appear in the order you want. Save this change.

Click the Save button.

15. Step 15

The Classic home page is displayed with the Favorites menu highlighted.

Next time you return to the Classic interface, you can begin with the My Favorites menu.

Click the Favorites menu.

16. Step 16

The Classic home page is displayed with the Edit Favorites link highlighted from the Favorites menu.

Use the Edit Favorites menu to delete an entry from the My Favorites list.

Click the Edit Favorites menu.

17. Step 17

The Edit Favorites page is displayed with the Delete Selected button highlighted.

In this example, you want to remove the Update Profile entry.

Click the Delete Row (-) button.

18. Step 18

A pop-up confirmation window is displayed with the Yes button highlighted.

A message to confirm the deletion is displayed.

Click the Yes button.

19. Step 19

The Edit Favorites page is displayed with the Save button highlighted.

Click the Save button.

20. Step 20

The Classic home page is displayed with the Favorites menu highlighted.

You can review the results of your work.

Click the Favorites menu.

21. Step 21

The Classic home page is displayed with the Home link highlighted.

There are now only two favorites on the menu.
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