The FAMIS Transaction Portal is a new application that will allow both Excel uploads and direct entry of Financial Accounting Transactions. Budgets, Receipts, Disbursements, Encumbrances, Journal Entries and Bank Transfers are allowed through the Portal.
Access to the Portal will be automatic based on a user’s existing FAMIS Security profile. Users with update access to screens 10, 11, 12, 13, 14 and 16 will have the FAMIS Transaction Portal available on their SSO Menu. We are also working on a programming change that will allow FAMIS Security Administrators to grant Inquiry access to the portal to users that do not make these entries but may need to have viewing access.
The link below is the Excel template to be used for this application. When using this template, changing any of the column headings, deleting/adding any columns or changing the format may create issues when uploading files. Please note that there is a size limitation for the file being uploaded of 150kb; this is approximately 1000 rows.
FAMIS Transaction Portal Guide **DRAFT**
FAMIS Transaction Portal Template – Financial Accounting(Excel file)