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

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First, log into the UGA Financial Management System

Preferences are accessed from the My Preferences tile.

Click the My Preferences button.

2. Step 2

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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

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

4. Step 4

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

5. Step 5

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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

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There may be additional sections with other options.

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

7. Step 7

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

Example shown here: Click the Unassigned slider.

8. Step 8

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If you make changes, you must save your work.

Click the Save button.

9. Step 9

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