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Financial Reports via Direct USAS-R Access
The following steps are a general guideline to follow when setting up Financial Report access for district personnel (similar to Classic's FISCWEB). ITCs may customize these steps to better suit their district's needs.
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needsGather report information from the district
If the district had FISCWEB set up in Classic and had filters created in USASEC that were linked to their FISCWEB reports, the USASEC filters will be imported under Account Filters in the Redesign
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. If the ITC (or district) has a spreadsheet or something documented on the district’s current FISCWEB setup (including the reports, usernames, USASEC filters), it needs to be reviewed to check for any reports or account filters that are no longer used or are incorrect. Once these are reviewed, make any necessary changes to the Account Filters under Utilities
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Generic Login
- Set up the Financial Reports in the Redesign
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