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Tutorials

On this Page

  • ADW/Brio
  • Monthly Accounting Statements
  • Web Financials

Note: Most of these tutorials only work in Internet Explorer.

ADW/Brio

The Accounting Data Warehouse (ADW) provides users with access to accounting information, making it easier to track various accounting functions required by unit and university policies/procedures. ADW resides in Brio, a query/reporting tool used to search data or create reports that can display data in various ways.

WBT 100: ADW/Brio Tutorials

For Staff members who will be working with accounting information and looking up information in ADW using Brio. This is particularly useful for an introduction to this topic before attending training or as a refresher after training. Hands-on training is still required for this topic.
Length Five sections, self-paced. Each section takes 5-10 minutes to complete.
Description Topics for this tutorial include: an introduction to ADW, using the ADW Time-Key, accessing Brio and ADW reports, processing ADW reports, and formatting reports.
Prerequisite None
Instructor Web-based tutorial
Tutorials
  • Introduction to ADW
  • The ADW TimeKey
  • Accessing Brio and ADW Reports
The following are the actual exercises covered in the ADW 101 class:
  • Exercise 1: Finding the CU Check Number for Accounts Payable Transactions
  • Exercise 2: Obtaining the Account Balance

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Monthly Accounting Statements

  • Welcome to Working with Monthly Accounting Statements
    An introduction to the Brio Monthly Accounting Statements. Topics include how to navigate to the statements, and how to use the tool to generate reports. It also includes a description and sample of each of the monthly and YTD reports.
  • Filtering Results Using the SuperFilter
    A quick overview of some of the features available on the SuperFilter page, and how you can set additional limits on report results.
  • Saving and Restoring Filters
    How to save the filter the first time you create it and restoring it when needed, instead of re-creating the same filter over and over again.
  • Export Data and Show/Hide Columns
    How to export data from the SuperFilter page, and control which columns are included in the export.
  • Other SuperFilter Options
    Overview of the “AutoFit,” “Sort,” and “Help for this Section” options on the SuperFilter page.

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Web Financials

Web Financials Basic Reporting
Length Two sections, self-paced
Description Section one provides introductory information for new users, navigation tips, and a walk-through of all common account reports. Section two involves DUO reports.
Access Tutorial Basic Reporting

 

Web Financials Administration
Length Two sections, self-paced
Description Section one provides an overview of the management tools and department reports available to financial management staff. Section two presents a step-by-step guide to using management tools.
Access Tutorial Administration

 

  Managing Account Accesses Managing Account Details
Length One section, self-paced One section, self-paced
Description Provides step-by-step instruction for creating, changing, and deleting account permissions. Provides step-by-step instruction for creating, changing, and deleting custom account details.
Access Tutorial Manage Account Accesses Manage Account Details

 

  Managing Account Notes Managing Department Accesses
Length One section, self-paced One section, self-paced
Description Provides step-by-step instruction for creating, changing, and deleting custom account notes. Provides step-by-step instruction for creating, changing, and deleting department permissions.
Access Tutorial Manage Account Notes Manage Department Accesses

 

  Managing Local Commitments Managing Payroll Commitments
Length One section, self-paced One section, self-paced
Description Provides step-by-step instruction for creating, changing, and deleting local commitments. Provides step-by-step instruction for creating, changing, and deleting payroll commitments.
Access Tutorial Manage Local Commitments Manage Payroll Commitments

 

  Managing Duo Budgets Managing Duo Details
Length One section, self-paced One section, self-paced
Description Provides step-by-step instruction for creating, changing, and deleting custom DUO budgets. Provides step-by-step instruction for setting up DUO reporting.
Access Tutorial
  • Manage Duo Budgets
  • Batch Load Duo Budgets
Manage Duo Details

 

  Creating an Ad Hoc Query Using the BSC Search Tool
Length One section, self-paced One section, self-paced
Description Provides step-by-step instruction for creating reusable custom report queries. Provides step-by-step instruction for using this quick information-finding tool.
Access Tutorial Creating an Ad-Hoc Query Using the BSC Search Tool

Adobe® Flash® Player is required to view these tutorials.

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The Division of Financial Affairs

341 Pine Tree Road, East Hill Plaza
Ithaca, NY 14850

Accounting:  7:30 a.m. - 4:30 p.m., Monday - Friday
Payroll: 8:00 a.m. - 4:30 p.m., Monday - Friday

 

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