Maintaining User Preferences

   Overview   

User preferences are configurations that allow you some basic control over the way in which your information is displayed.

In this article, you will learn the steps to update some of the configurable preferences in the UGA Financial Management System.

In this article, we will look at the options for Expenses.

1. Step 1

The Employee Self Service page is displayed with the My Preferences tile highlighted.

First, log into the UGA Financial Management System

Preferences are accessed from the My Preferences tile.

Click the My Preferences button.

2. Step 2

The My Preferences page is displayed with the Expenses link highlighted.

The My Preferences page is displayed. A list of available preferences is shown on the left-hand menu. The downward arrow on the right side of the row indicates that there is more information underneath.

Click the Expenses link.

3. Step 3

The My Preferences page is displayed with the Expense History link highlighted.

The menu that opens indicates that there is an option to set up preferences on how Expense History will be displayed.

4. Step 4

The History to Display (In Months) field is highlighted.

You can change the amount of history that displays in your lists.

5. Step 5

The Report Status Selection section is highlighted.

You can limit the status of the documents that are displayed in your lists by selecting the appropriate options in the Report Status Selection section.

6. Step 6

The Wallet Status Selection section is highlighted.

There may be additional sections with other options.

Example shown here: You can select search options for My Wallet.

7. Step 7

The "Unassigned" slider is highlighted.

You can change slider options by clicking anywhere in the slider bar.

Example shown here: Click the Unassigned slider.

8. Step 8

The Save button is highlighted.

If you make changes, you must save your work.

Click the Save button.

9. Step 9

The Home button is highlighted.

To close out of the My Preferences page, click the Home button.