Release 1.1 (launched September 28, 2025) brings a cleaner, more intuitive experience to your financial and accounting tasks, with a focus on inquiry-only pages. Key information is now front and center, making it quicker for you to find what you need.
Account Search
- Quickly find accounts using improved search tools
- Cleaner layout for easier navigation
- Filter results by department, account type and more
- Add accounts to personalized “My Accounts” lists for fast access
- Results capped at 1,000 items for performance
My Accounts (think “Favorites”)
- Create and manage lists of frequently used accounts or accounts to monitor
- Add, rename or reorder lists as needed
- Easily expand lists to view included accounts
- Download account lists for your records
- Accounts can be included on multiple lists
- Accounts from multiple campuses can be included in the same list
SL-SA Summary and SL-SA Transactions
- View high-level summaries of account balances and activity
- See key highlights for expenses and revenue
- Drill down into transactions with advanced filters (by month, subcode, etc.)
- Download transaction details for further analysis
- Easily navigate to related pages for more information
SL-SA Encumbrances
- Track encumbrances for accounts
- Refine results by month or completion status
- Download encumbrance details
Payroll Expenditures and Payroll Encumbrances
- Monitor payroll costs and commitments for accounts
- Filter by fiscal year, campus, and account
- Deeply link directly into Workday (dependent on your access in Workday)
- Download payroll data for review
- View related GL account information for context
GL Overview and Attributes
- Get a snapshot of a GL account’s financial position
- See assets, liabilities and net position projections
- View mapped SL accounts and drill into related details
- Download summary and attribute data
Vouchers by Account
- Review vouchers associated with accounts
- Filter by fiscal year, campus and account
- Download voucher details
Subcode Inquiry
- Search for subcodes and related account details
- Refine results by account type, department and more
- Download subcode data for further analysis
Cross-Page Enhancements
- Improved error messaging and notifications
- Enhanced tool tips and help content
- Cross-campus visibility (depending on permissions / entitlements)
- Custom download options (on select pages)
- Mobile experience (on select pages)
- Mobile-optimized pages for My Accounts and SL-SA Summary
- Ability to switch between mobile and desktop views as needed
- Personalization options, such as compact grid, access to statement of responsibility, etc.
Accessibility and Usability Improvements
- Complies with WCAG 2.2 AA accessibility
- Optimized for desktop and mobile browsers
- Enhanced navigation with a simplified menu and layout
- Larger headline text and improved spacing for readability
- Quick links and recently visited pages for faster access