Selecting a HomePage

Summary

In this article you will change from the Employee Self Service homepage to the UGA Financials homepage to perform work with purchasing.

Body

   Overview   

The fluid interface in the UGA Financial Management System uses tiles to access different activities, making it easy to use on a variety of devices.

Different roles may have different home pages in the system. If you have multiple roles assigned to you, you may have multiple home pages from which to work.

If you are assigned to different roles with different homepages, you can move between them easily.

In this article you will change from the Employee Self Service homepage to the UGA Financials homepage to perform work with purchasing.

1. Step 1

Employee Self service homepage displayed with the Employee Self Service dropdown button highlighted

First, log into the Financial Management System

The list of Homepages to which you have access is found at the top of the page in the center.

Click the  Employee Self Service  dropdown button to activate the menu.

2. Step 2

UGA Financials page displayed with the UGA Financials link highlighted

The list is displayed. If you have several, you can scroll through the list to find the one you want. In this example, you will the UGA Financials menu, where the tiles for UGAmart are found.

Click the UGA Financials link.

3. Step 3

UGA Financials page displayed and highlighted

The tiles that are included on the homepage will be displayed. You can click on a tile to open additional options. 

4. Step 4

UGA Financials page displayed with the Accounts Payable tile highlighted

Depending on your security roles, you may have more or fewer tiles available when you log in. This screenshot is from a login with more options.

Click the Accounts Payable object.

5. Step 5

Payables page displayed with the Payable link highlighted

The tile opens to a menu on the left-side showing the pages to which you have access.

You can open and close the menus by clicking the menu bar.

6. Step 6

Payables page displayed with the My Suppliers link highlighted

Click the My Suppliers link.

7. Step 7

Payables page displayed with the Add/View Suppliers link highlighted

You can click any of the menu options to bring up the search page for that component.

8. Step 8

Payables page displayed with the Look up magnifying glass highlighted

Click the Look up magnifying glass in the Short Supplier Name field

9. Step 9

Lookup Short  Suppliers Name pop up window displayed with the Short Supplier Name field highlighted

Search for the vendor using the search features.

Note: Data has been distorted to protect employee information.

Enter the appropriate information into the Short Supplier Name field .

Example shown here: " office ".

10. Step 10

Lookup Short Suppliers Name pop up window displayed with the Search button highlighted

Click the Search button.

11. Step 11

Lookup Short Suppliers Name pop up window displayed with the OFFICE DEP-001 link highlighted

Click the appropriate Short Supplier Name.

Click the OFFICE DEP-001 link.

12. Step 12

Payables page displayed with the Search button highlighted

Click Search to go to the page where you review information.

13. Step 13

Payables page displayed with the Vendor information highlighted

Information for the vendor is displayed.

You can collapse the menu on the left-side to give you a better view. Clicking the same button will expand the menu when you need it for navigation.

Click the Collapse/Expand icon.

14. Step 14

Payables page displayed with the Back arrow highlighted

Review the information.

Click the UGA Financials  menu bar to return to the homepage.

15. Step 15

UGA Financials page displayed with the UGA Financials link highlighted

To select another homepage, click the drop-down button in front of UGA Financials to activate the menu.

16. Step 16

Employee Self Service page displayed with the Employee Self Service link highlighted

Click the Employee Self Service link.

17. Step 17

Employee Self Service homepage displayed

The selected homepage is displayed.  

 

Details

Details

Article ID: 148623
Created
Sat 9/24/22 10:49 PM
Modified
Tue 9/29/26 3:18 PM